CRM

Nelie
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MQL - SQL tracking

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Hi !

We're curious on how to create a report or list to display all MQLs and the MQLs that were converted to SQLs or customers. Is it also possible to display lead source on where the contacts originated? Thanks!

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

MQL - SQL tracking

resolver

Hi @Nelie,

 

Yes, this is possible. For the first report, the is a template in the report library (Menu > Reports > Reports > Report library) which you can find by searching "Contact lifecycle stage funnel".

 

For the second report, search "Contacts created by interaction source" or "Contact created totals by source".

 

Hope this helps!

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

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1 Respuesta 1
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

MQL - SQL tracking

resolver

Hi @Nelie,

 

Yes, this is possible. For the first report, the is a template in the report library (Menu > Reports > Reports > Report library) which you can find by searching "Contact lifecycle stage funnel".

 

For the second report, search "Contacts created by interaction source" or "Contact created totals by source".

 

Hope this helps!

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.