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BRogers0
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Member since ‎Jan 19, 2024
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  • solutions
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  • Replies
    4
  • Upvotes Given
    7
  • Upvotes Received
    36
  • Ideas
    15

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Activity

BRogers0
Participant
December 18, 2024
Reply to Property Sync Limits
we really need this with a scaling team.
BRogers0 on November 28, 2024
Retrospectively log meetings with host / participants
When SDRs (or anyone booking on behalf of someone else) schedule meetings, they can select a meeting 'host.' This functionality enables us to generate reports using two key data points: (a) meetings booked by a specific person and (b) me read more
Reply Idea Meetings
1 upvote
0 Reply
BRogers0
Participant
November 06, 2024
Reply to Need reporting on records created by users
This is extremely important for us, one of the most critical things.
BRogers0
Participant
November 06, 2024
Reply to Make meetings a proper object in HubSpot
We've seen a similar thing for emails.... hopefully meetings is next on the list!
BRogers0 on November 06, 2024
Super Admins ; View as user
Currently, admins can log in as users to see their views, but this process is time-consuming. In larger teams with varied permissions and team-specific views, admins frequently face questions like "Why can't I see X?" Adding a "View As" dropdown tha read more
Reply Idea Users & Teams & Permissions
4 upvotes
3 Replies
BRogers0 on November 04, 2024
Leverage 'is manager' user property for object assignment in workflows
We often need to treat a team manager differently from other team members. For instance, we might want to automatically assign leads to the sales team but exclude the manager from receiving them. Now that the user settings include 'management hi read more
Reply Idea Users & Teams & Permissions Workflows
2 upvotes
1 Reply
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