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Solved
ajkinbrum on March 19, 2024
Hey orange hive I've been dabbling with apollo.io for a while, and I'm finally ready to actually start using it! I have the integration set up to only create contacts in HS if I get a response to an email outreach—I don't want all the contacts I ap read more
Accepted Solution
Thought Leader | Platinum Partner
March 20, 2024 10:33
Hwy @ajkinbrum so when ever you pull contact's information from a 3rd party toll the source in the property Original Source will be Offline ...read more
Solved
APRAKASH87 on March 07, 2024
I am sharing one sample screenshot , kindly help me to access my activity leaderboard
0 upvote
5 Replies
Accepted Solution
Thought Leader | Platinum Partner
March 07, 2024 08:58
Hey @APRAKASH87 can you check out your user permissions with a superadmin? I dont think you have access to the report's section.
Solved
SBrown801 on March 05, 2024
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 read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 05, 2024 05:31
Hi @SBrown801 , Navigate to Settings > General > Profile, then scroll down a bit 🙂 Best regards!
Solved
BLakerveld on January 30, 2024
Does anybody has expeirence or examples of creating a report which shows on time delivery of quotes. Calculation should be based on scheduled date vs realized date over all quotes.
1 upvote
4 Replies
Accepted Solution
Most Valuable Member | Elite Partner
January 31, 2024 14:40
Hi @BLakerveld . The only way I know of is, as @BérangèreL mentioned, a calculation property. This may also be based on further custom properties ...read more
Solved
JCablePT on January 15, 2024
Hello, A team leader has asked me to design a dashboard so he can get data on individual members of his team, with the ability to swicth between individuals to look at the same data set for each person one by one. Any advice before I start? read more
Accepted Solution
Top Contributor | Partner
January 15, 2024 10:24
@JCablePT As I understood, you would create separate Dashboards for each team member (hope there are not 1000 people:)). In this case, you should a...read more
Solved
MichaH on December 07, 2023
Hello together, In "sales analytics" under "forecast and pipeline" there is a button "actions" with the option to add saved filters. My problem is where and how can filters are saved that I can add them in sales analytics and provide the filter to read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
December 07, 2023 07:47
Hi @MichaH , This refers to the saved filters on the deal index page (Menu > Sales > Deals). https://knowledge.hubspot.com/crm-setup/cr...read more
JBergvall1 on November 22, 2023
It is quite common that companies/departments have one top level revenue goal (team goal) but the sum of the individual revenue goals (user goal) are higher than the team revenue goal. On individual dashboards, We would like to set up the report read more
Community Manager
November 23, 2023 04:56
Hi @JBergvall1 , Thank you for reaching out to the Community! I checked for you and I can see on this article " Create sales goals " that at the m...read more
Solved
JMoore10 on October 02, 2023
We are creating a view at the Deals level. In this Deals view we would like to have a column that shows which campaign a deal is in. These campaigns are run by the sales team so it correlates to the deals area. The issue is this "Campaign" field li read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
October 03, 2023 00:13
Hi @JMoore10 , If you want it to be a filtered view on the deal index page (Menu > Sales > Deals), then no, unfortunately. You would eit...read more
Solved
MNar on July 27, 2023
Hi, I'd love to know how to pull together a list for outbounding efforts where I can filter by contact AND company properties? For example I want to filter by number of employees in company and by custom contact property which is department, bec read more
1 upvote
2 Replies
Accepted Solution
Key Advisor | Diamond Partner
July 27, 2023 12:14
@MNar You are able to target contact and company properties in lists via this view here: If this post helped to solve what you wer...read more
Solved
WCui on July 10, 2023
Currently, I am able to generate reports that show the total number of meetings over a period of time. However, I was wondering if there are any ways to build a report to capture the number of first-time meetings over a specific period besides read more
Accepted Solution
Hall of Famer | Partner
July 10, 2023 13:23
Hi @WCui , Are you using meeting types? https://knowledge.hubspot.com/meetings-tool/how-do-i-create-and-use-call-and-meeting-types If ...read more
Solved
Billseng on April 06, 2023
Hi- Our sales manager is asking me to add a "to-do" list to her dashboard as well as for her team members. Essentially she wants to have one place where she can see conversations she needs to respond to - especially emails - contacts/customers tha read more
Accepted Solution
Member
April 06, 2023 17:31
Hi Bill, HubSpot reports have a lot of capabilities including dashboards with tasks, emails, and newly assigned contacts. Building this kind of setu...read more
Solved
Billseng on April 06, 2023
Hi- Our sales manager is asking me to add a "to-do" list to her dashboard as well as for her team members. Essentially she wants to have one place where she can see conversations she needs to respond to - especially emails - contacts/customers tha read more
Accepted Solution
Most Valuable Member | Elite Partner
April 07, 2023 14:46
@Billseng external content like @Jnix284 mentioned could work. And the suggestions from @jolle look good too. Also, what about the repor...read more
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