Report -summarize new contacts, how many were called & not called
lösung
Hi @jknope. When you say "by market," is this a property you're using in HubSpot? Like by state or industry market? If you're gathering that information, you could create a simple Contact report with 'create time frame' of last week and break it down by region in that report. You can even add List Membership as a property and build lists for each region, then filter by those specific lists.
Once you have that, you should be able to have another report (likely in the new Custom Report Builder so you pull in data from multiple HubSpot tools) based on that set up that includes sales activities, which could be calls logged. If call is logged, or if "call logged" is blank, should be options there for you.
Hope that helps!
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!
Report -summarize new contacts, how many were called & not called
lösung
Hi @jknope. When you say "by market," is this a property you're using in HubSpot? Like by state or industry market? If you're gathering that information, you could create a simple Contact report with 'create time frame' of last week and break it down by region in that report. You can even add List Membership as a property and build lists for each region, then filter by those specific lists.
Once you have that, you should be able to have another report (likely in the new Custom Report Builder so you pull in data from multiple HubSpot tools) based on that set up that includes sales activities, which could be calls logged. If call is logged, or if "call logged" is blank, should be options there for you.
Hope that helps!
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!