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Dashboards & Reporting

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Solucionado

DDelValle on Abril 02, 2025

Deals Quote Request

In Deals, how's the best way to track when a Sales person needs to request a better price from an internal Project Category Manager? Should the internal request be set at a task, a note or as a status? Will it keep record of item and new pricing sen Leia mais

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JessicaBaskey

Top colaborador(a) | Parceiro Platinum

Abril 02, 2025 23:59

Hi @DDelValle , The best way depends on how your team works, but here’s a solid approach: Use a deal stage if price requests are a key step...Leia mais

Solucionado

beeCool on Janeiro 23, 2024

Activity leaderboard unassigned

Hello there, We have a problem in Activity leaderboard of Dashboard. In list of activity leaderboard there is unassigned conversations. When we check that conversations, that conversations already owned managers. How to remove Unassigned from list w Leia mais

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trevordjones

Especialista reconhecido(a) | Parceiro Platinum

Julho 18, 2024 09:18

Hi @ABeeson , I would review your conversations inbox for routing rules. It sounds like some of your conversations are not being routed or a...Leia mais

Solucionado

ConS on Janeiro 04, 2024

Capturing Outbound Conversations

Hi All, New to hubspot and I have been asked to create a report to capture outbound workload via the conversation inbox. I can capture the number of conversations closed but not ones that have been created. Is there a way to do this?

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karstenkoehler

Membro do Hall da Fama | Parceiro

Janeiro 05, 2024 00:19

Hi @ConS , When you create a new report under Menu > Reporting > Reports > My reports > Create report > Custom Repor...Leia mais

rahul_inbound on Março 17, 2023

SMS Incoming vs Outgoing Report

Hi guys, Recently Kixie changed the SMS logging system from task to native SMS object in Hubspot. I am trying to pull a report to segment SMS sent vs received, but like task (which has task title and description) as filters...for SMS I cannot find Leia mais

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