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KerrinBarker
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Member since ‎Jan 30, 2024
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KerrinBarker
Contributor
July 09, 2025
Reply to Ability to hide teams/team members in the Forecast table
+1 for limited non quota carrying teams form forecatsing and also having the ability to view more than 1 pipeline at a time in forecasting
KerrinBarker
Contributor
May 08, 2025
Reply to Change steps of my schedule a meeting Page
I assume you have HubSpot Enterprise? We don't so I am looking to do the same thing but using HubSpot Sales Pro - any suggestions?
KerrinBarker
Contributor
March 18, 2025
Reply to Managing contacts created from Offline Sources ( Sales Extension & Connected Inbox)
Its the 'check over the company onto other contacts' part that I don't know how to build out. Are you able to show this part in a workflow screenshot...read more
KerrinBarker
Contributor
March 18, 2025
Reply to Managing contacts created from Offline Sources ( Sales Extension & Connected Inbox)
The properties I want to copy over are at the contact level (so other contacts which are associated with the same group). Essentially I want the work...read more
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KerrinBarker on March 18, 2025
Managing contacts created from Offline Sources ( Sales Extension & Connected Inbox)
Hi everyone, I am trying to look for a way to manage contacts created from Offline sources (specifically sales extension & connected inbox) where another contact (call it the primary contact) is already associated with a company. These new c read more
Reply Discussion Professional
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KerrinBarker
Contributor
August 27, 2024
Reply to SDR -> AE Handoff Process ?
Hi all - wondering if there has been any updates to this? I was also thinking of creating a new fields called SDR owner to track the original person ...read more
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