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CDiVincenzo
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number of contacts contacted through Call /Email sent

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Dear Hubspot Community,

 

I hope you can help me!
I am working on sales activities overview, to show when our AEs have not reached out yet the prospect before the meeting.
Unfortunately my report is not showing the right number of contacts/activity, if I filter ACtivity Type is any of Call, Email Sent or LinkedIn Message, the contacts reached out seem to be 0. But when I check it is not the case, because some contacts have email sent in the activity.
So I am wondering how comes they are not showing up in the count.
Does anyone know? 

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karstenkoehler
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Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

number of contacts contacted through Call /Email sent

resolver

@CDiVincenzo it does. Your report however is filtering for activities that both have a meeting start date and are at the same time calls/emails/LinkedIn. Those activities do not exist.

 

HubSpot unfortunately does not have any filters that would allow you to check whether a certain activity of a type (call) happened before another activity (meeting). This is, as far as I know, not possible.

 

You can build a list of MQLs who had a meeting last month and you can build a list of contacts who had a call/email/LinkedIn message last month - and then check which contacts are not on both lists. However, this doesn't guarantee that one happened before the other.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

number of contacts contacted through Call /Email sent

resolver

Hi @CDiVincenzo,

 

Can you please share screenshots of your report settings?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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CDiVincenzo
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number of contacts contacted through Call /Email sent

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CDiVincenzo_1-1712244086860.pngCDiVincenzo_2-1712244133342.png

In particular I want to check if they are contacting the contacts which have scheduled a meeting for this month as MQL.
Thank you so much in advance!!

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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

number of contacts contacted through Call /Email sent

resolver

@CDiVincenzo do you want to report on contacts who were a MQL in that month or who still are? Currently, you're filtering for contacts who still are. (To filter for contacts who were a MQL in that month, use the "Date entered" property for MQL instead.)

 

Additionally, filter 2 and 4 are conflicting, calls, LinkedIn messages and Email sent to contact do not have a meeting start date. You would have to change the activity type filter to "Meeting" or adjust the filters to reflect an OR logic, not AND.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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CDiVincenzo
Participante

number of contacts contacted through Call /Email sent

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Thank you Karsten!! 
My goal here is to check if our SLA is followed, that means before a MQL meeting the prospect should be reached out through a call + a linkedin message + an email.
That's why I am filtering for current MQLs and that's why I have calls, emails sent, LinkedIn messages filtered. 
Does it make sense? 🙂 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

number of contacts contacted through Call /Email sent

resolver

@CDiVincenzo it does. Your report however is filtering for activities that both have a meeting start date and are at the same time calls/emails/LinkedIn. Those activities do not exist.

 

HubSpot unfortunately does not have any filters that would allow you to check whether a certain activity of a type (call) happened before another activity (meeting). This is, as far as I know, not possible.

 

You can build a list of MQLs who had a meeting last month and you can build a list of contacts who had a call/email/LinkedIn message last month - and then check which contacts are not on both lists. However, this doesn't guarantee that one happened before the other.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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