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! 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

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

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

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

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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?

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, Lire la suite

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 Lire la suite