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wendykeneipp
Participante | Partner nivel Elite
Participante | Partner nivel Elite
Miembro desde ‎ago 16, 2018
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Wendy Keneipp

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SkeeStylus en Octubre 20, 2020
Allowing Editing & Customization of Buying Roles
I love the new ABM Tools and the Target Account Dashboard but every Hubspot Client is different. Sometimes organizations that match their Ideal Buyer Profile might not have the default Buying Roles. I get we can add more but there's no way to edit Leer más
Responder Idea Account Settings Contacts & Companies Deals
13 Me gusta
5 Respuestas
wendykeneipp
Participante | Partner nivel Elite
Noviembre 02, 2023
It's great to add our own items, but it's really messy and hard to keep it clean with so many buyer roles that aren't even used. Please allow us to d...Leer más
DevinRZC_DM en Diciembre 18, 2019
Playbooks - Drag and Drop Editing
I tried looking for other submissions like this but didn't find one... We need the ability to move questions/fields around inside playbooks we're building. Ex. We'd like to move the 1st question in a playbook to the end of the playbook Leer más
Responder Idea Playbooks
178 Me gusta
47 Respuestas
wendykeneipp
Participante | Partner nivel Elite
Julio 15, 2022
I'm entering questions in a playbook and they are appearing in random order, not newest at the bottom. Have to start over and hope they don't start r...Leer más
KeeganSmith87 en Julio 27, 2021
Workflow Descriptions
I really wish there was a way for us to have descriptions for EVERY workflow type, not just contact workflows. As I look to expand the Admin userbase for our instance, I'm finding it incredibly cumbersome and very time-consuming to have to continual Leer más
Responder Idea Workflows
24 Me gusta
14 Respuestas
wendykeneipp
Participante | Partner nivel Elite
May 10, 2022
Yes, agreed! We document WFs in Asana which is not convenient, but better than having to open and study each one. As people rotate through companies,...Leer más
KyleJepson en Julio 11, 2021
How do you connect with your contacts?
HubSpot has a lot of tools for connecting with contacts, and there are a host of other tools sales teams use outside of HubSpot. What's your favorite tool for connecting with people? Share your thoughts in the comments below! *To learn mor Leer más
Responder Conversación
256 Me gusta
1358 Respuestas
wendykeneipp
Participante | Partner nivel Elite
Febrero 08, 2022
LinkedIn and asking for introductions.
FanaticSales en Diciembre 11, 2018
Adding Files and Images to Quotes
There are times when I need to add files to quotes in regards to installation guides and product details. Would be good to be able to attach files and insert product images into quotes.
Responder Idea Products & Quotes
126 Me gusta
31 Respuestas
wendykeneipp
Participante | Partner nivel Elite
Abril 28, 2020
Completely agree! Having attachments would allow us to move our entire sales documentation process to HubSpot, whereas now we're using multiple tools...Leer más
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