First post, so hopefully I’ll get an answer to my question!
Last week, I thought I’d found a way to email a board view of my deals (by Stage) but I’ve searched this morning and can’t find it anywhere. I don’t want to just dump out the data into excel or CSV. I’ve been showing the Deals pipeline by stage to my leaders and they love seeing it that way, but they don’t want to have to log into Hubspot to view it.
Is there a way I can email that “view” out of Hubspot ahead of my meeting so she can easily take a look at the data?
Thanks so much for your help!!!
Sue
You should be able to create a report and then you can save the report to a Dashboard and email that Dashboard either manually or you can scedule that Dashboard to email automatically, like every Monday before 8:00 am.
There may even be a Deals by Stage Report already available in the library actually.
Explore your Reports
Hi @suegmomof3,
It’s not possible to send the deal index page (Menu > Sales > Deals) via email directly. You would have to create a custom deal report (or pick a suitable one from the report library), place it on a dashboard and send it via email.
Let me know if you need assistance in creating the custom report. I’d recommend creating a single object deal report, visualized as a table. Your report settings could look like this:
Best regards!
Thank you - I’ll give that a try! I appreciate your response.
