May 17, 2022 6:06 AM
I have a lead gen followup that start with a workflow that includes two emails and continues with a sales sequence of 5 emails.
I'd like to have a simple report that shows (in real time) the funnel: how many leads were sent WF email #1, WF email #2, waiting for classification (manual step), waiting for sequencing (manual), send seq email #1, and so forth.
This is not built in (yet) in Hubspot to the best of my knowledge. Any ideas? using shadow property? supporting workflows?
May 18, 2022 5:13 AM
Thank you for reaching out.