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am_23
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Member since ‎Oct 12, 2018
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Abeed Mohamed

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Activity

CCIlumia on June 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
875 upvotes
432 Replies
am_23
Participant
December 31, 2019
As a sales exec, I'd like to be able to create a quote that automatically pulls information that I've logged in various fields in the Hubspot deal, c...read more
cclancy on April 19, 2017
Meeting Outcome
In HubSpot CRM you have the ability to log a call outcome, however, you don't have the ability to log a meeting outcome. This information would be extremely helpful to the Sales Team and management. A standard report to complie this information pe read more
Reply Idea Meetings Sales Reporting
117 upvotes
59 Replies
am_23
Participant
May 20, 2019
Really need a way to track conversion rates through from meetings. Simplest way I can think of is "meeting outcomes", but not able to do at the momen...read more
cclancy on April 19, 2017
Meeting Outcome
In HubSpot CRM you have the ability to log a call outcome, however, you don't have the ability to log a meeting outcome. This information would be extremely helpful to the Sales Team and management. A standard report to complie this information pe read more
Reply Idea Meetings Sales Reporting
117 upvotes
59 Replies
am_23
Participant
May 20, 2019
Really need a way to track conversion rates through from meetings. Simplest way I can think of is "meeting outcomes", but not able to do at the momen...read more
Solved
jakers007 on July 30, 2018
task column properties
Is it possible to change the properties that my team sees on the tasks comumns? I went to "actions" while on the tasks page and then "edit columns" but it only has 6 default properties available to choose from.
Reply Discussion
11 upvotes
21 Replies
am_23
Participant
October 12, 2018
Very much agree with this. I want to have some indication of deal size linked with the tasks to be done
Jmjermaz on March 09, 2017
Customize Call Outcome options
I would like to be able to customize the drop down list from the call outcome option as it doesn't represent the outcomes I would like recorded. Is this possible? Otherwise can we turn it off so it doesn't state no outcome on the timeline?
Reply Idea Calling
336 upvotes
137 Replies
am_23
Participant
October 12, 2018
I want to be able to see whether the outcome of a call was "not connected" to the right person, "connected" but not a quality conversation, or a "qua...read more
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