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  • ATusar on October 17, 2021
    0 upvotes
    2 Replies
    My account doesn't have Files and Templates option on menu
    Reply
    Member
    October 18, 2021 11:30
    can't find the option"files & template'. does that requires any paid plan
  • OZeno on September 14, 2021
    1 upvotes
    2 Replies
    Hi, I was wondering if there is a way to have more than 10 sales reps' emails/calls show on the Activity leaderboard by sales rep in the dashboard? Also, Is there an easy way to view the emails/calls made by each sales rep individually (regardle...
    Reply
    Top Contributor | Diamond Partner
    September 14, 2021 21:16
    Hi @OZeno , Please clear this for me, that you want to see all your reps on the report making call/emails. If it is the case then while creating a...
  • Solved
    PeterSkov on September 01, 2021
    0 upvotes
    1 Replies
    Excel Export options - merge of Company Properties and Deal Properties? Hi, Is it possible in one export to Excel to export both all "Companies" properties - and also - in the same Excel Row: All Deal Properties, like: Status (which stage it...
    Reply
    Top Contributor | Diamond Partner
    September 01, 2021 07:46
    @PeterSkov T here is a paid app with a free trial in the HubSpot App Marketplace that exports all CRM data (including the data you want on Compani...
  • Solved
    MFreeman2 on August 19, 2021
    0 upvotes
    1 Replies
    I have a need to filter out the non-qualified leads from my win-loss report in the sales report section. I use it for tracking performance of staff and our use case means that unqualified leads should not be included in the data. I do not see a way ...
    Reply
    Most Valuable Member
    August 19, 2021 22:12
    Hi @MFreeman2 , Could you please share the exact name of your report and/or a screenshot, pixelating any confidential information? Also, could...
  • Solved
    JoshuaLeoTan on August 15, 2021
    0 upvotes
    2 Replies
    I'd like to have a report that displays a weekly contact burn rate. I.e. How many contacts go from having no contact to being contacted each week (across all the various channels: phone, email, social media) Am lost! Appreciate the help
    Reply
    Top Contributor | Diamond Partner
    August 15, 2021 21:24
    Hi @JoshuaLeoTan , I guess you are using free version of HubSpot so you can get some reports for calls/meetings/emails in the report library libr...
  • Solved
    spotlight_sound on August 12, 2021
    0 upvotes
    3 Replies
    I have set a date range to see the value of deals closed each month however the report always shows extra months that are not in the date range. How do I stop this happening? What have I missed please? Thanks
    Reply
    Most Valuable Member
    August 12, 2021 02:44
    Correct, that's not possible in the free CRM, @spotlight_sound . This requires the new custom report builder and a Professional or Enterprise subs...
  • Solved
    Wajahath_Ali on August 02, 2021
    1 upvotes
    2 Replies
    Hey experts, The available report is "Team activity totals" which has 1) Emails sent to contact 2) Task 3) Meeting 4) Note 5) Call Right now we are getting the data of non-customers and customers, So, ideally, we would like to filter...
    Reply
    Most Valuable Member
    August 02, 2021 10:40
    Hi @Wajahath_Ali , What you're trying to achieve is unfortunately not possible in the free CRM (and judging by the tag of your post, you are u...
  • Solved
    CJAsha on August 01, 2021
    0 upvotes
    4 Replies
    Hi there, I cannot find this anywhere, is there a standard out of the box CRM style report for prospects that shows the contact, company, details of last contact or is this something you have to pay for? Many thanks CJ
    Reply
    Contributor
    August 02, 2021 23:23
    Hi Webdew, Thank you for taking the time to reply and apologies if my wording wasn't great, it was the name of the main contact (contact) the compan...
  • Solved
    CDavis19 on July 05, 2021
    0 upvotes
    11 Replies
    Hey Dashboard screen shot below – how can I get a ‘Sent to Open rate’ of 6.02% yet 61 people have viewed the linked tracked document and this has been shared with 171 contacts? Can anyone help explain please, I'm stuck?
    Reply
    Most Valuable Member
    July 06, 2021 01:43
    Happy to help, @CDavis19 . If you consider this thread answered / closed, you can help the community by marking my answer as a solution , I'd appre...
  • RBellubbi on July 05, 2021
    0 upvotes
    11 Replies
    I was going through my all teammates mails which are in open status, it showing totally wrong data, for ex: one of my teammate has only hardly 10 mails in open status, but in your search engine if i select for open status and apply filter it is sho...
    Reply
    Member
    July 05, 2021 07:58
    Thanks for your kind response, will try to fix with my side if possible, or will wait for community manager to come back from their respective global ...
  • Solved
    TFarris on June 24, 2021
    0 upvotes
    4 Replies
    I'm trying to build a report that shows my pipeline of companies with a lifecycle of SQL and Opp but I want to exclude those that have a closed won & closed lost deal associated with them. The goal is to see what the remaining potential is in t...
    Reply
    Most Valuable Member
    June 26, 2021 07:56
    Happy to help, @TFarris ! It looks like you marked your own post as a solution – you can help the community by also accepting my answer as a soluti...
  • TSimpkin on June 23, 2021
    0 upvotes
    2 Replies
    Hello, I am using the free platform, and want to create a report that shows the total value of deals that were moved into our 'proposal sent' stage in our pipeline. I thought I had it sorted but its showing me a figure about a 3rd of the a...
    Reply
    Member
    June 23, 2021 22:03
    Hello Karsten, I have got someone from Hubspot helping me tomorrow so will see if we can solve it. I think custom reports are the only way....but tha...
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