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MasterElecTampa
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Member since ‎Feb 12, 2019
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  • Upvotes Given
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Activity

MasterElecTampa
Participant
March 03, 2021
Reply to Mass Importing Tasks
This urgently needs to be done. Today you can practically do an import for anything other than auto-creating tasks for specific users. Our teams do a...read more
MasterElecTampa
Participant
October 29, 2020
Reply to Cross Object Reporting Calls & Companies
@Mike_Eastwood I haven't. I'm quite honestly not that familiar with it. Are you sharing that I can achieve the reporting outcome by simply marketin...read more
Solved
MasterElecTampa on October 28, 2020
Cross Object Reporting Calls & Companies
I'm trying to find a solution to the limitations to cross object reporting. User Story: As a sales company I would like to see all owned companies that have not been contacted "this month". - My current solution is to create a workflow to f read more
Reply Discussion Enterprise
0 upvote
5 Replies
MasterElecTampa
Participant
August 17, 2020
Reply to Deal Properties in Sales Email Templates
@cstetter - I was recently working with HubSpot Tech Support and they've advised that it IS NOT possible to get sales templates to pull deal speci...read more
MasterElecTampa
Participant
August 05, 2020
Reply to Start a sequence on behalf of another HS user
I've upvoted this. The drop-down option is there and then you get hit with a SIKE... Just Playing... The dropdown is irrelevant. Let's make this a re...read more
MasterElecTampa on July 30, 2020
Custom *Cross Object Reports* using the team filter of "My Team"
I've recently been trying to find ways to build custom reports and attach those custom reports to Dashboards based on a user roles. IE Sales Managers see the same reports across the entire organization. While trying to run a cross object report read more
Reply Idea Sales Reporting
4 upvotes
2 Replies
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