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PCotter
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Member since ‎Jan 9, 2025
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PCotter
Member
April 08, 2025
Reply to Sheet Style Report With Sums Per User
We do, thank you! I haven't dug into using data sets but good to hear that that might make it possible. I'll do some studying!
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PCotter on April 08, 2025
Sheet Style Report With Sums Per User
Hello, We use several fields to note a user's role on a deal. We have a Closer 1 and Closer 2 property as well as an Originator 1 and Originator 2 property. We also have a "credit %", so if a deal has an amount of $100,000 and Person A originate read more
Reply Discussion Reports
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PCotter on February 11, 2025
Way to Track Meeting Attendance
Hi All, We've been using HubSpot to manage public facing marketing content for years, but just last year we started the process of onboarding the company to use it for its sales pipeline and CRM features. Initially, we discussed using activi read more
Reply Discussion Enterprise
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PCotter
Member
January 10, 2025
Reply to Way to Track User HubSpot Activity
Amazing, Thanks so much for this info!
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PCotter on January 09, 2025
Way to Track User HubSpot Activity
Hi All, My organization has started using HubSpot as our primary tool for tracking business development activity across the firm. We've got some great dashboards produced for tracking the numbers, but one of the areas our leadership also wants t read more
Reply Discussion Enterprise
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