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Solved
synester_black on June 11, 2024
Creating custom reports
We have been doing the crm manually using excel now for recent sales we are using hubspot but we are trying to get our past data also into the plaform. But this is only for the purpose of report building. So what is the best way of doing this. Can w read more
Reply Documents FREE How-To Starter
0 upvote
1 Reply
Accepted solution
HFisher7
Guide | Elite Partner
June 11, 2024 04:49
Hey @synester_black - I'd recommend using HubSpot's import tool to bring your legacy data into HubSpot to be able to include it in your HubSpot rep...read more
Solved
johninnes on July 22, 2021
Adding sales document views to Hubspot Score
Has anyone found a way of adding sales document views to the Hubspot Score?
Reply Documents Sales
1 upvote
2 Replies
Accepted solution
Josh
Recognized Expert | Diamond Partner
July 22, 2021 14:40
Hi @johninnes , I don't believe this is possible at this time, but there is a post in the HubSpot Ideas Forum already. I'd recommend an upvo...read more
Solved
NVejby on March 12, 2021
Send customized PDF reports to customers directly from HS
Hello everyone! My company has developed a platform for active breaks during a workday, and one of the things we are tracking in HS is our weekly/monthly "activations" (videos watched on the platform). One of the services we offer to our custom read more
Reply Dashboards Documents Email Deliverability Professional Reports
5 upvotes
6 Replies
Accepted solution
Phil_Vallender
Most Valuable Member | Diamond Partner
March 13, 2021 05:54
Hi @NVejby Is all the informaiton you want to send to contacts available in proporties on their contact record? If so, the you can most li...read more
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