Hello everyone, I am looking to create a report to measure the sales team's email output which does not include sequence emails. I spent a lot of time on customer builder, using Activities as my primary source, and Contacts as a seconda read more
To separate emails sent as part of a sequence from individual emails, you can use a combination of activity filtering and contact properties. Here's ...read more
I hace created an activity report by meeting log, the created by and assigned to fields show the same name, that is the person who created it, how can i assign this to someone else? I am unable to find the field. Thank you
To assign the activity report to someone else, you can follow these steps: Open the activity report by meeting log. Look for the "Created by" fiel...read more
Morning and TIA on any input... we are wanting to display a report on a dedicated computer of activity leaders and i know we can manually refresh or wait the 40 min for an auto refresh. question is, is there a better, more efficient way, to share t read more
Hi @SJeremias ,
A screen in the office can be a good way to remind everyone permanently. If you put up a dashboard in a browser, there are Fir...read more
Hi I have set up an automated report in the format of a table titled "Meetings booked for this Week by Sales Managers" When the report is emailed it only contains 8 rows. In actual fact there are 14 rows but you need to click on View in HubSpot read more
@LBom for the report with 14 rows - if you give the report more space in the dashboard so all rows are visible, it should include all rows in the e...read more
The weighted amount in the deal pipeline is based on whatever probability % is set in settings for the deal stage, even if you manually change the probability in the deal record. Example: - Deal Stage "Appointment Scheduled" defaults to 20% prob read more
I need to create a report consisting of all contacts created within the last 2 years (always rolling). I see that the farthest back it can be filtered by is the last 365 days. Is there anyway to change this to allow for filtering by custom number o read more
Hi @KThompsonOH , I hope you are doing well!
I took a look at the report filtering, did some testing. I found that currently there is no func...read more
Hey @YTrifonov , thanks for reaching out!
Check out this similar thread with step-by-step instructions for creating this report from @karst...read more
Hey everyone, I'm looking to build out a report that: Captures the time between a specific form submission and the time that it takes for a Sales team member to contact that person only after that specific form submission (and not capturing read more
@McBainKD - Could this be workflow with:
the form submission as the enrollment triggerand
a step to stamp the date into a custom 'Submitted...read more
Hi, I want to create a report that I can put on a dashboard that show's a list of accounts and the total number of days the current rep has owned the account. The idea being that after a certain number of days, they should should the account. read more
Hi @TAdy ,
I think creating the Today's date and setting that and then calculating is your best option. This workflow is pretty easy to creat...read more
I have a requirement to product some reporting to senior management based on customer call logs and I wanted to see if the following customizations (or similar) could be created. Export - Data Breaks by Row 1. Can the delimiters or field typ read more
Hi Community Gang
I don't know if is wishful thinking on my part or does anyone know if there are plans to expand the funnel reporting feature beyond lifecycle stages and deal stages? I have this nagging feeling I heard or read about custom fu read more
Hey @franksteiner79 , I'm with you and @dsecareanu — I believe you need custom date stamp properties and workflows to track progression for non-ou...read more