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ztbyrnes
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コミュニティー参加日： ‎5 8, 2019
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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 4月 08日, 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 続きを読む
返信 アイデア Calling
22 いいね！
4 コメント
ztbyrnes
参加者
2月 02日, 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 2月 16日, 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, 続きを読む
返信 ディスカッション Revenue Operations Certification
20 いいね！
349 コメント
ztbyrnes
参加者
6月 15日, 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...続きを読む
jspencerdav 3月 14日, 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 続きを読む
返信 ディスカッション Change Control Documentation RevOps
20 いいね！
22 コメント
ztbyrnes
参加者
6月 15日, 2022
I have a slightly different idea that I think would truly support workflow documentation in the same spirit HubSpot typically provides solutions for ...続きを読む
maggiebutler 8月 18日, 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 続きを読む
返信 ディスカッション Programmable Automation
5 いいね！
17 コメント
ztbyrnes
参加者
10月 25日, 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...続きを読む
ztbyrnes 10月 14日, 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 続きを読む
返信 アイデア Custom Objects Tasks
0 いいね！
0 コメント
ztbyrnes 1月 08日, 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 続きを読む
返信 アイデア Account Settings Contacts & Companies Deals
1 いいね！
1 コメント
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