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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 05:06
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
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 | Diamond Partner
July 23, 2020 08:33
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 12:31
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
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 | Gold Partner
June 08, 2020 17:54
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
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
Contributor
September 19, 2023 09:30
I have this same issue and the accepted solution does nopt address the original question. I don't understand why it was accepted. Last Activity inclu...read more
Solved
LetiRodriguez on April 24, 2020
Hi everyone, Apologies if this isn't in the correct area but my issue kind of spans multiple areas. I come from a SFDC and Marketo CRM/marketing automation background. My new company uses Hubspot CRM and automation. I'm in the process of cle read more
2 upvotes
5 Replies
Accepted solution
Key Advisor
April 28, 2020 15:21
This is one of the challenges I've had with Hubpsot as the Sources are still geared towards Marketing automation and web based sources and doesn't re...read more
Solved
DROOMCASAS on April 19, 2020
Hello, I like the reporting options on several metrics in the Dashboard. Now I try to get email statistics there but it seems it only records emails from mailing actions. I write one to one emails to all my account. Can I see statistics of tho read more
0 upvote
3 Replies
Accepted solution
Recognized Expert | Gold Partner
April 21, 2020 20:31
Hi Erik Even on a free HubSpot Portal you can create a Dashboard and add Reports to your Dashboard. Click the HubSpot logo (top left) so ...read more
Solved
WBHydrosense on April 17, 2020
I'd very much like to know if there is currently a feature or a workaround to update a date/time field with static time and date another property is changed. There are currently default time stamp properties that tell you when a lifecycle stage read more
2 upvotes
1 Reply
Accepted solution
Recognized Expert | Gold Partner
April 17, 2020 18:18
Hi Will, Yes, you can create a custom property as a date field, then use a Workflow to set the Date to the current date (thanks to @JuliaM...read more
Solved
mgogna on April 08, 2020
Hi All, I work for a company that does Fire Protection Engineering work. As such our Proposal documents are subject to quality audits by a third party. Auditors need to be able to see changes in the document - just like those displayed in track read more
1 upvote
4 Replies
Accepted solution
Key Advisor | Diamond Partner
April 23, 2020 16:50
@jennysowyrda Thanks for looping me in! @mgogna - Zoho has a product called Flow, which is just like Zapier. Both Zoho Sign and HubSpot are ava...read more
Solved
khookguy on January 07, 2020
In a report, I would like to rename the data that is labeled "Count of Contacts" to be "Leads", as shown below. Is it possible to rename data like that?
0 upvote
1 Reply
Accepted solution
Key Advisor | Platinum Partner
January 07, 2020 13:55
Hi @khookguy I think not is possible because "count of contacts"is one filter and not an title. But anyway wait other reply to confirm. ...read more
Solved
yibe on October 15, 2019
Is there any way to use the source of lifecycle change? Looking into lifecycle stage property, it has source infromatino as history data. I want to use that in my report to shee what effects contact's lifecycle change. However, as far as I know, read more
1 upvote
4 Replies
Accepted solution
Thought Leader
October 15, 2019 14:47
You may export the Lifecycle Stage property history from the Settings->Properties->Lifecycle stage screen. - see image HubSpot Lifecyc...read more
Solved
davecriswell on September 13, 2019
We're trying to solve for an attribution challenge where visitors go from our website to a 3rd party site to complete their purchase (registration in our case). Our current set up for recording customers in Hubspot is as follows: Prospects lan read more
1 upvote
5 Replies
Accepted solution
Thought Leader
September 13, 2019 21:48
Sounds complicated, @davecriswell ... Without knowing the particulars (e.g., where pages are hosted, if HubSpot campaigns are used, if URL track...read more
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