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PeterZ
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Membro desde ‎mar 19, 2019
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cclancy on Abril 19, 2017
Meeting Outcome
In HubSpot CRM you have the ability to log a call outcome, however, you don't have the ability to log a meeting outcome. This information would be extremely helpful to the Sales Team and management. A standard report to complie this information pe Leia mais
Responder Idéia Meetings Sales Reporting
117 avaliações positivas
59 Respostas
PeterZ
Participante
Abril 15, 2019
My Sales team needs to be able to Write notes and or select an outcome for a meeting once it has happened. I know that Making Call outcomes Customiz...Leia mais
bellawu on Abril 06, 2017
Folders to organize Workflows
Similar to the new folders to organize contact list, the same organization for workflows is needed. Many of my workflows automate specific campaigns or simple administrative tasks. Many of them are related or unrelated in someway. I would love a Leia mais
Responder Idéia Workflows
588 avaliações positivas
109 Respostas
PeterZ
Participante
Abril 01, 2019
I believe this would be very helpful for organization of automated tasks
Jmjermaz on Março 09, 2017
Customize Call Outcome options
I would like to be able to customize the drop down list from the call outcome option as it doesn't represent the outcomes I would like recorded. Is this possible? Otherwise can we turn it off so it doesn't state no outcome on the timeline?
Responder Idéia Calling
336 avaliações positivas
137 Respostas
PeterZ
Participante
Abril 01, 2019
This would be an incredibly helpful thing to have. Much like how we can edit Call and Meeting types. Call outcome Editing!
Jmjermaz on Março 09, 2017
Customize Call Outcome options
I would like to be able to customize the drop down list from the call outcome option as it doesn't represent the outcomes I would like recorded. Is this possible? Otherwise can we turn it off so it doesn't state no outcome on the timeline?
Responder Idéia Calling
336 avaliações positivas
137 Respostas
PeterZ
Participante
Abril 01, 2019
This would be an incredibly helpful thing to have. Much like how we can edit Call and Meeting types. Call outcome Editing!
monmc on Maio 03, 2017
Update a Meeting description without sending update
When I book a meeting through meetings or in my google calendar, it shows up on the person't Hubspot profile. After the meeting takes place I want to go back and add notes to that meeting. If I do this, I have to save and send updates to everyone. Leia mais
Responder Idéia Integrations Meetings
103 avaliações positivas
70 Respostas
PeterZ
Participante
Março 22, 2019
I fully agree with this whole thread. HubSpot: GET ON THIS Since we started using HubSpot, It has beenstandard practice for our sales reps to eit...Leia mais
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