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bkinnard
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Miembro desde ‎ene 21, 2019
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Bill Kinnard

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rjperez en Febrero 20, 2019
Set Dashboard View for All Users
Hello HubSpot Community, Does anyone else see any merit in having the ability to set a default dashboard view for multiple users. For example, I would like to create a sales dashboard and make that default dasbhoard for everyone in my sales Leer más
Responder Idea Sales Reporting
27 Me gusta
9 Respuestas
bkinnard
Participante
Julio 19, 2022
I would love this ability.
jessio en May 30, 2018
Schedule recurring events with Meetings
I think it would be great to be able to schedule a recurring meeting with a contact. At the moment you can schedule meetings & integrate this with your calendar but you can't schedule it to happen every week, month etc, so you need to continue a Leer más
Responder Idea Meetings
176 Me gusta
56 Respuestas
bkinnard
Participante
Julio 18, 2022
I have one but it is kind of a pain. I create the task list and dates in Excel. Then I use a product called Import2 to import the tasks into HubSpot. ...Leer más
jessio en May 30, 2018
Schedule recurring events with Meetings
I think it would be great to be able to schedule a recurring meeting with a contact. At the moment you can schedule meetings & integrate this with your calendar but you can't schedule it to happen every week, month etc, so you need to continue a Leer más
Responder Idea Meetings
176 Me gusta
56 Respuestas
bkinnard
Participante
Julio 18, 2022
I have one but it is kind of a pain. I create the task list and dates in Excel. Then I use a product called Import2 to import the tasks into HubSpot. ...Leer más
Resuelta
ULending en Febrero 22, 2017
relating contacts to each other
Hi, am looking to document relationship between a loan borrower (Contact) and the referring person/real estate agent, etc (Ideally, a contact). I've seen the suggestion to use companies, or deals? Thanks for the insight. I want to have a hyperlink a Leer más
Responder Conversación Companies Contacts Deals
67 Me gusta
25 Respuestas
bkinnard
Participante
Julio 09, 2020
I agree with this. We also used to use ACT and used this a lot. I always hate having to give up features.
bkinnard en Enero 09, 2020
Import Tasks & create recurring tasks
I could really use the ability to import tasks into the CRM and to create tasks to be recurring. This would allow our team manager to set up the tasks for projects that happen on a regular basis and monitor progress to make sure things don't get dr Leer más
Responder Idea Tasks
20 Me gusta
4 Respuestas
jessio en May 30, 2018
Schedule recurring events with Meetings
I think it would be great to be able to schedule a recurring meeting with a contact. At the moment you can schedule meetings & integrate this with your calendar but you can't schedule it to happen every week, month etc, so you need to continue a Leer más
Responder Idea Meetings
176 Me gusta
56 Respuestas
bkinnard
Participante
Julio 18, 2022
I have one but it is kind of a pain. I create the task list and dates in Excel. Then I use a product called Import2 to import the tasks into HubSpot. ...Leer más
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