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Dashboards & Reporting

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synester_black en Junio 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 Leer más

Responder Documents FREE How-To Starter

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HFisher7

Guía | Partner nivel Elite

Junio 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...Leer más

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johninnes en Julio 22, 2021

Adding sales document views to Hubspot Score

Has anyone found a way of adding sales document views to the Hubspot Score?

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Josh

Experto reconocido | Partner nivel Diamond

Julio 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...Leer más

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NVejby en Marzo 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 Leer más

Responder Dashboards Documents Email Deliverability Professional Reports

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