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Dashboards & Reporting

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CWVader en Enero 18, 2024

Create report: Call to existing and new companies

Hi, I want to create a report that showes the difference between calls made to companies/contact that are just added to our HubSpot (no activity before) and call to already excisting companies/contacts (had at least 1 call or before). This to filter Leer más

Responder Calling Sales

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2 Respuestas

BérangèreL

Administrador de la comunidad

Enero 25, 2024 11:00

Hi @CWVader , I hope that you are well! Do you still need help with this? Or are you all set? Thanks and have a great evening! Best, Bérangère ...Leer más

chloey en Junio 05, 2023

Reporting on follow up calls

Hey everyone! I am trying to create a report which will let me know how many follow up calls each rep makes. Some of our leads are recycled, so I need a way which will differentiate a follow up calls (e.g. they called the contact back with Leer más

Responder Calling Contacts Custom Objects Dashboards How-To Knowledge Base Reports Sales

1 Me gusta

1 Respuestas

jolle

Experto reconocido | Partner

Junio 05, 2023 08:45

Hey @chloey , thanks for reaching out! This is a great question. The easiest way to report on different call types would be to customize your ...Leer más

AKemple en Marzo 27, 2023

Report to Track Sales Rep's Most Recent Call

Does anyone know of a way to make a report that will quickly show me the time of each designated rep's last call (i.e. Rep X called a contact at 4:43pm CDT)? We have noticed a few of our reps often stop calling before the end of the day and would li Leer más

Responder Analytics Tools Calling Enterprise Reports

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2 Respuestas

MartinK

Colaborador

Septiembre 14, 2023 09:57

Hi @AKemple , Im afraid you've run into one of the major short commings of current Hubspot. Determining the time of last call is not possible witho...Leer más

Resuelta

DLeBlanc en Marzo 10, 2022

Report: AVG Number of Calls before a Connected Call

Hi Hubspot fam! I'm looking to build a report that measures the AVG number of calls it takes to get the customer on the phone. Having major blockers. Does anyone know a genius workaround?

Responder Analytics Tools Calling Reports Sales Workaround

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8 Respuestas

Accepted Solution

jforte

Colaborador líder

Agosto 24, 2023 12:10

Hey @jlgrvv ! Now Hubspot solved that problem to us 🙂 With "event occurs" triggers we don't need to use properties as last contacted ...Leer más

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