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Dashboards & Reporting

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synester_black le Juin 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 Lire la suite

Répondre Documents Free How-To Starter

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Solution Acceptée

HFisher7

Guide | Partenaire solutions Elite

Juin 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...Lire la suite

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johninnes le Juillet 22, 2021

Adding sales document views to Hubspot Score

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

Répondre Documents Sales

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Solution Acceptée

Josh

Expert reconnu | Partenaire solutions Diamond

Juillet 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...Lire la suite

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NVejby le Mars 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 Lire la suite

Répondre Dashboards Documents Email Deliverability Professional Reports

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Solution Acceptée

Phil_Vallender

Membre irremplaçable | Partenaire solutions Diamond

Mars 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...Lire la suite

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