Hi I work for a not for profit and we are currently using the free version of Hubsot. Having been used to a different CRM in my corporate days I'm enjoying the Hubspot experience so far. Although probably not yet using it to it's full potential 続きを読む

Hi I'm trying to create a report to show on dashboard of all tasks allocated against deals for certain users. However, they are not showing up in the report. I'm wondering if I need to have a paid seat to do this as the paid users are showing up. 続きを読む

Hi, I'm trying to find a way of creating a report that shows the number of outstanding tasks/calls etc. by sales rep. Thought this would be something of use to any sales manager and hoping it's an easy one to sort.

Hi, Recently when I try to access this tab I have been recieving the following message: 'We couldn't find that view . If it is shared view ask the owner for access.' We have no owner of this view, it is a default HS view from what we under 続きを読む

I am currently trying to figure out the correct number of tasks in a sequence for my SDRs. With that, I'd like to determine how many calls/activities on average it takes each of our SDRs to convert a lead to a deal. Has anyone figured out any report 続きを読む

How to create a report that will check how many meetings are scheduled and how many have taken place?

Hi everyone I'm an intern and I haven't been using Hubspot for long so maybe this question is very simple for some of you. I tried to find something about it but couldn't find anything that fit. The problem I'm having is that when I create a ta 続きを読む

Is there away to download all my activity through out the day. I work from home and right now have a spreadsheet of every contact I spoke with and every task I completed that I submit to my boss. This CRM is great but now Im doing double the input. 続きを読む

I purchased the Hubspot reporting add-on this past month because I was having trouble running and customizing prospecting activity reports. I was hoping to generate detailed reports on who my sales reps were contacting every week and month. The rep 続きを読む