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 Beitrag ansehen

I am sharing one sample screenshot , kindly help me to access my activity leaderboard

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 Beitrag ansehen

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.

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? Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen