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bkinnard
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Membro desde ‎jan 21, 2019
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Bill Kinnard

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rjperez on Fevereiro 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 Leia mais
Responder Idéia Sales Reporting
25 avaliações positivas
8 Respostas
bkinnard
Participante
Julho 19, 2022
I would love this ability.
jessio on Maio 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 Leia mais
Responder Idéia Meetings
140 avaliações positivas
45 Respostas
bkinnard
Participante
Julho 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. ...Leia mais
jessio on Maio 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 Leia mais
Responder Idéia Meetings
140 avaliações positivas
45 Respostas
bkinnard
Participante
Julho 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. ...Leia mais
Solucionado
ULending on Fevereiro 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 Leia mais
Responder Discussão Companies Contacts Deals
57 avaliações positivas
23 Respostas
bkinnard
Participante
Julho 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 on Janeiro 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 Leia mais
Responder Idéia Tasks
19 avaliações positivas
4 Respostas
jessio on Maio 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 Leia mais
Responder Idéia Meetings
140 avaliações positivas
45 Respostas
bkinnard
Participante
Julho 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. ...Leia mais
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