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Solved
nguyenhang on September 17, 2020
Hi Everyone, I have a question. How to export detailed log activity (call, meeting, email) of each deal. Can someone give me some solutions, t hanks for all your help! Thanks
1 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
September 18, 2020 02:06
Hi @nguyenhang , If you're looking for a spreadsheet that has all engagements from all deals, I'm not aware of a way to do this at the moment....read more
allserve on August 12, 2020
I need to know if I can run a filter that separates out last activity by user? The issue is that both me and my colleague have amended records on a specific day, but we do different jobs, and I need to follow up with the companies she has contacte read more
0 upvote
1 Reply
HubSpot Alumni
August 13, 2020 00:48
Hi @allserve , These articles about filters might be a good starting point for you: Use Activity filters in lists and custom reports ...read more
DMurphy1 on August 06, 2020
Can someone give me an answer as to why our ads on 3rd party sites page analytcis are not inline with what I see in pageviews in Hubspot? A digital banner ad from an online mag shows for instance 119 clicks in one month. In Hubspot I see 8 page view read more
1 upvote
2 Replies
Contributor
August 07, 2020 11:51
It is part of a campaign. Hubspot has since responded to my ticket that I opened and now tells me that cookie blocking does indeed impact pageviews. ...read more
CapChris on August 06, 2020
The Activity feed on my account is not showing the domain anymore. It is just stating "someone"
0 upvote
1 Reply
Community Manager
August 07, 2020 07:49
Hello @CapChris , Currently, if your user does not have a paid Sales seat ( Starter/Pro/Enterprise), since email tracking and notifications ...read more
slane34 on July 30, 2020
Hi, My team is looking for a way to report some KPIs about our current customers - ex. available processing volume vs. processing volume with us. We are reporting on it and sharing the reports in Confluence currently, but it's horrendous in see read more
0 upvote
2 Replies
Participant
July 31, 2020 07:05
Absolutely. So for example, with our current clients they have X amount of opportunity to convert with us but they are currently converting at Y leve...read more
Solved
joshsidener on July 21, 2020
Hi! Is anyone doing any reporting against net new/first time meetings? We are trying to drill down into what rep activities drive new/early-stage conversations with prospects within our target accounts. As of now, I can only seem to report on a read more
Accepted Solution
Recognized Expert | Platinum Partner
July 23, 2020 05:33
Hi @joshsidener , My recommendation is to use a custom call and meeting type labeled as First Meeting. You can then use that call/meeting type...read more
MzSeJP on July 07, 2020
Hello! Does anyone know why Hubspot would prevent me from being able to add a custom property (formatted number) to a custom report (single object, based on contacts)? Essentially I am attempting to chart my users by months until renewal (month read more
0 upvote
4 Replies
Participant
July 15, 2020 09:31
I'll third (fourth?) the ask of what your subscription level is. My subscription is Marketing Hub Pro and Sales Hub Pro and I have no issues creating...read more
lisicoders on July 05, 2020
I have a series of lists created by syncing once a day from Salesforce. The lists contain all contacts who have installed the Trial program once, 2-9 times, 10-20 times, etc. Each list is created with the following: At least one associated Compan read more
0 upvote
1 Reply
Community Manager
July 07, 2020 04:00
Hey @lisicoders Thank you for the information provided, I'll tag a few experts that share their expertise- Hey @StefaniUAT @daviddo...read more
Solved
brandon98 on June 08, 2020
I am wondering if there is a way to see how many of my contacts are complete or incomplete, and if possible, which fields are incomplete. Mainly I want to know the phone number, mobile phone number, and email. Is there a way to create a report to sh read more
0 upvote
2 Replies
Accepted Solution
Contributor | Diamond Partner
June 08, 2020 14:54
I'd recommend using Active lists here. The reports and dashboards would create count visualizations that can show how many are missing properties, bu...read more
hssandesh on June 05, 2020
Got a quick question: I send a lot of 1-1 emails. Let's say today 1 sent 30 emails (not mass emails but 1-1). Tomorrow a few more and over a period of time i would have sent about 150+ 1-1 emails. Now, is there a way for me to collate all these an read more
Community Manager
June 08, 2020 11:05
Hello @hssandesh Looks like this post was answered here in our community. Let us know if you have any following questions. Thank you! ...read more
Rajvalley1 on May 27, 2020
Hi, is it possible to add the 'email tracking' - clicks, opens etc column on the contacts dashboard? Thanks!
0 upvote
4 Replies
Member
May 30, 2020 04:54
Thanks! I will give it a go - Raj
Solved
rjohnsonM3 on May 15, 2020
Hey, all. I've been asked to create a report that shows either Contacts or Companies which have not had a call or meeting for 30/60/90 days. The problem I'm finding though is that the filters in the reports don't really support this. I can filter read more
Accepted Solution
AM8
Contributeur de premier rang
May 15, 2020 08:34
Hi @rjohnsonM3 I am not sure I understood what issue are you facing with the " Last activity date"? Anyway here are the 3 columns that will help...read more
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