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bkinnard
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Membre depuis ‎janv. 21, 2019
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
    24
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Bill Kinnard

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Activité

rjperez le Février 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 Lire la suite
Répondre Idée Sales Reporting
27 Mentions J'aime
9 Réponses
bkinnard
Participant
Juillet 19, 2022
I would love this ability.
jessio le Mai 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 Lire la suite
Répondre Idée Meetings
176 Mentions J'aime
56 Réponses
bkinnard
Participant
Juillet 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. ...Lire la suite
jessio le Mai 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 Lire la suite
Répondre Idée Meetings
176 Mentions J'aime
56 Réponses
bkinnard
Participant
Juillet 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. ...Lire la suite
Résolues
ULending le Février 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 Lire la suite
Répondre Discussion Companies Contacts Deals
67 Mentions J'aime
25 Réponses
bkinnard
Participant
Juillet 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 le Janvier 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 Lire la suite
Répondre Idée Tasks
20 Mentions J'aime
4 Réponses
jessio le Mai 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 Lire la suite
Répondre Idée Meetings
176 Mentions J'aime
56 Réponses
bkinnard
Participant
Juillet 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. ...Lire la suite
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