ztbyrnes

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Zach Byrnes

I have been bouncing between sales and mechanical engineering throughout my career. These two areas overlap at problem solving, and HubSpot has proven to be a great tool as we work our way through the sales and customer management process.

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kaburke on April 08, 2020

Progressive fields in Playbooks

It would be great if playbooks could be formatted so that the sales rep can ask particular questions, select the drop-down options available and then the next fields would show or you could have 'progressive fields' that would show dependent on the Beitrag ansehen

Antworten Idee Calling

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4 Antworten

ztbyrnes

Teilnehmer/-in

Februar 02, 2023

This is a great idea. Dynamic Playbooks would take this feature to a new level and would lead to our team greatly increasing it's use.

mbarba on Februar 16, 2022

Defining RevOps and Sharing Your Learning Goals

Here at HubSpot, we define Revenue Operations, or RevOps, as the people, processes, systems, and data that control how your business generates revenue. That means that if you work at an organization that generates revenue, Beitrag ansehen

Antworten Diskussion Revenue Operations Certification

16 Likes

276 Antworten

ztbyrnes

Teilnehmer/-in

Juni 15, 2022

1. Zach Byrnes, USA, Iowa 2. I believe RevOps is important because of its impact to the bottom line and to help leaders to see around the corners. I...Beitrag ansehen

jspencerdav on März 14, 2022

How do you document workflows?

Workflows is arguably the most powerful feature in HubSpot. Regardless of skill level in HubSpot, users create workflows to automate valuable work. However, without good documentation, workflows quickly become a black hole of confusion and was Beitrag ansehen

Antworten Diskussion Change Control Documentation RevOps

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ztbyrnes

Teilnehmer/-in

Juni 15, 2022

I have a slightly different idea that I think would truly support workflow documentation in the same spirit HubSpot typically provides solutions for ...Beitrag ansehen

maggiebutler on August 18, 2021

Submit your ideas: What custom code actions should we build next?

We're building a library of custom code actions so you can automate anything in HubSpot. What do you want to be able to automate? Submit your ideas in the comments below or upvote your favorite ideas, and we'll add them to our use case library Beitrag ansehen

Antworten Diskussion Programmable Automation

5 Likes

17 Antworten

ztbyrnes

Teilnehmer/-in

Oktober 25, 2021

We are a SaaS company and when we close a deal, the line items on the deal will be 1 of 2 options. Those options are managed by properties, so it wou...Beitrag ansehen

ztbyrnes on Oktober 14, 2021

Task Queues with Tasks on Custom Objects

Currently, we can assign tasks to custom objects by manually creating them or by creating tasks in a custom object workflow. However, we are not able to create tasks associated too custom objects in the other object workflows nor are we able to view Beitrag ansehen

Antworten Idee Custom Objects Tasks

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ztbyrnes on Januar 08, 2021

Custom Report Builder Sorting

Hello, I am creating a report using the Custom Report Builder. I'm using deal objects and a custom object. My goal is to display pipeline from left to right on the x-axis. I am unable to sorty my x-axis by the pipeline order. Zach

Antworten Diskussion Enterprise Reports Sales Ops

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5 Antworten

ztbyrnes

Teilnehmer/-in

April 21, 2021

Hello Jon - Thanks for notifying me that this is available. However, upon trying to apply this feature, it does not seem to be working. I've submitte...Beitrag ansehen

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