Profile

Jwl4692
Participant
Member since ‎Feb 13, 2019
Message
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    11
  • Upvotes Received
    29
  • Ideas
    2

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Jake Lewis

All things Sales Ops... started as a SDR then transitioned to Marketing Ops. Found my way to SF, and joined Appdynamics in their Sales Ops team. Joined Pure for their IPO and then joined a smaller company as their 1st Sales Ops Hire. Moved on to Instana, in the growth & scale part of their journey. Instana was acquired by IBM. Starting over at an early growth stage company called Rockset now. Rockset is the premier Real-Time Analytics Database company.

Activity

Jwl4692 on May 10, 2022
Syncing Additional Page Views Activity to Salesforce
Our team ideally wants to be able to integrate page views to other connected apps (salesforce, outreach, salesloft gong, kore.ai, terminus, etc.). We are currently using the other options for integration purposes. Are there plans to cre read more
Reply Idea Integrations
0 upvote
0 Reply
kathyDecOnDem on July 11, 2019
Auto-Enroll for Sequences
It would be nice to auto-enroll leads into sequences like you can for workflows.
Reply Idea CRM Email
62 upvotes
26 Replies
Jwl4692
Participant
September 11, 2019
You are able to enroll a mutilple people to a sequence - but once you get to the enrollment process, you still have to enroll each one by one. What w...read more
Jwl4692 on August 13, 2019
Adding Start and End Date as Default to Quotes in Hubspot
Add the ability to add a the start date and end date on every quote that can be generated from a deal. It would be great to see both start and end date as a default on every quote.
Reply Idea Products & Quotes
28 upvotes
17 Replies
Jwl4692
Participant
September 10, 2019
No worries. I would say billing start date and billing end date. We are a software company so in our world we would refer to it as license start date...read more
Jwl4692 on August 13, 2019
Adding Start and End Date as Default to Quotes in Hubspot
Add the ability to add a the start date and end date on every quote that can be generated from a deal. It would be great to see both start and end date as a default on every quote.
Reply Idea Products & Quotes
28 upvotes
17 Replies
Jwl4692
Participant
September 10, 2019
No worries. I would say billing start date and billing end date. We are a software company so in our world we would refer to it as license start date...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.