My company uses the sales hub but we are trying to use our sales data to create effective marketing reports by utilizing the tools provided by the Sales Hub Professional subscription. We are not looking to add the Marketing Hub Professional subscription. Can anyone provide insight on how to create effective markteting reports (using custom report builder or other tools) with the tools provided by the sales hub? Specifically we are trying to trac
I'm being asked for a report showing Close Rate or Conversion Rate based on Qualified Sales Leads. Basically, they need to know how many sales we're closing out of total of Qualified Sales Leads instead of total of deals, is this possible?
When our company first started with HS, we built individual sales pipelines for each of the 5 verticals we sold into + sales pipelines for pre- and post-sale steps to fulfill orders and ensure successful implementation, as each business line followed different processes and didn't much overlap. Now that we've been able to build synergy between our services/products to offer much more holistic solutions (and now that we're looking at everything t
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Hi there, I am trying to create this workflow: Sales person is in contact record, calls contact and contact wants a sample sent to them: Sales person creates task or sends email to the warehouse indicting what samples and (here is the issue) read more
Hi, I have been trying to Import Company and Contact data that is outlined in one file. Therefore, I have selected one file, multiple objects, companies and contacts, and placed in my file. I want the contacts to be under a company, theref read more
Hi, i am unable to find a good example on how to apply a date time filter when creating a contact list - https://legacydocs.hubspot.com/docs/methods/lists/contact-lists-overview Any example would be helpful There are some notes on filters here read more
How can you track previous emails that weren't added to the activity leaderboard? I didn't realize my tracking was broken and now it shows I only sent 70 emails in November instead of close to 700. Is there a way to mass update the tracking for all read more
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