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 en Abril 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 Leer más

Responder Idea Calling

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ztbyrnes

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Febrero 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 en Febrero 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, Leer más

Responder Conversación Revenue Operations Certification

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ztbyrnes

Participante

Junio 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...Leer más

jspencerdav en Marzo 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 Leer más

Responder Conversación Change Control Documentation RevOps

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ztbyrnes

Participante

Junio 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 ...Leer más

maggiebutler en Agosto 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 Leer más

Responder Conversación Programmable Automation

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ztbyrnes

Participante

Octubre 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...Leer más

ztbyrnes en Octubre 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 Leer más

Responder Idea Custom Objects Tasks

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ztbyrnes en Enero 08, 2021

Custom Object Card Editor for all Objects

Hello, We are using the custom object functionality, and I stumbled on the ability to edit the displayed properities on our associated custom object card when viewing it from a different object type. See the attachment for an example. It wou Leer más

Responder Idea Account Settings Contacts & Companies Deals

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