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nguyenhang le Septembre 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 Mention J'aime
6 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Septembre 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....Lire la suite
allserve le Août 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 Lire la suite
0 Mention J'aime
1 Réponse
Ancien salarié HubSpot
Août 13, 2020 03:48
Hi @allserve , These articles about filters might be a good starting point for you: Use Activity filters in lists and custom reports ...Lire la suite
DMurphy1 le Août 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 Lire la suite
1 Mention J'aime
2 Réponses
Août 07, 2020 14:51
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. ...Lire la suite
CapChris le Août 06, 2020
The Activity feed on my account is not showing the domain anymore. It is just stating "someone"
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1 Réponse
Gestionnaire de communauté
Août 07, 2020 10:49
Hello @CapChris , Currently, if your user does not have a paid Sales seat ( Starter/Pro/Enterprise), since email tracking and notifications ...Lire la suite
slane34 le Juillet 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 Lire la suite
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2 Réponses
Juillet 31, 2020 10:05
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...Lire la suite
joshsidener le Juillet 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 Lire la suite
Accepted Solution
Expert reconnu | Partenaire solutions Platinum
Juillet 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...Lire la suite
MzSeJP le Juillet 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 Lire la suite
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4 Réponses
Juillet 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...Lire la suite
lisicoders le Juillet 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 Lire la suite
0 Mention J'aime
1 Réponse
Gestionnaire de communauté
Juillet 07, 2020 07:00
Hey @lisicoders Thank you for the information provided, I'll tag a few experts that share their expertise- Hey @StefaniUAT @daviddo...Lire la suite
brandon98 le Juin 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 Lire la suite
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2 Réponses
Accepted Solution
Contributeur | Partenaire solutions Gold
Juin 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...Lire la suite
hssandesh le Juin 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 Lire la suite
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1 Réponse
Gestionnaire de communauté
Juin 08, 2020 14:05
Hello @hssandesh Looks like this post was answered here in our community. Let us know if you have any following questions. Thank you! ...Lire la suite
Rajvalley1 le Mai 27, 2020
Hi, is it possible to add the 'email tracking' - clicks, opens etc column on the contacts dashboard? Thanks!
0 Mention J'aime
4 Réponses
Mai 30, 2020 07:54
Thanks! I will give it a go - Raj
rjohnsonM3 le Mai 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 Lire la suite
Septembre 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...Lire la suite
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