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
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
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
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
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
Hello @CapChris ,
Currently, if your user does not have a paid Sales seat ( Starter/Pro/Enterprise), since email tracking and notifications ...read more
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
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
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
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
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
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
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
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
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
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
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
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