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

Hello, I would to create a specific view including both : - the contacts I own as contact owner - the contacts I do not own to which I sent an email to recently (during the last month for instance) Thank you for your help !

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Hey! We want below in our dashboard, how do we make this possible? Report 1 We need to see how many email responses a specific seller receives and then see how many the seller has replied back. (We do not want to see the emails that the sell Beitrag ansehen

Hi all, I have a question. For the company I work we would like to have a dashboard in which we show: - Have a forecasting overview with Company A, with a potential total value of €xx. - Deals of company A in the sales pipeline with t Beitrag ansehen

Hi all, I'm not sure if I'm asking too much of a CRM here but I wondered if anyone can think of a way to report, visually, on the stage each client is at in their journey with a piece of software. Let's say the client journey is -> Pre- Beitrag ansehen

Hello, We have cases like: contract sent - Pending - Sent - signed. But trying to use the journey report causes an error: Example: 150 - 12 - 0 - 0 if I delete the first sent I end up with 147 pending - 6 sent - 4 signed Th Beitrag ansehen

Dear Team, Is there a way to track the views on any specific dashboard or report - Meaning - How many team members are using the Dashboard or how many times a week/month the dashboard has been used? We want to do this activity to manage or Beitrag ansehen

We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object) Beitrag ansehen

When exporting reports to Excel the date field does not match that of the date entered in Hubspot. In reporting, the format view Month/Year and then when exported it reflects the first date of the month instead of the actual date entered on the rec Beitrag ansehen

Hello, I've recently created a calculated contact property called Time in SQL. It calculates the time between becoming an SQL and becoming the next stage in our process - Sales Working. I'd like to create a report that shows me the average T Beitrag ansehen

Hi! For deals, we have 2 owners (let's say Owner 1 and Owner 2). I want to create a report displaying how many deals each person has, broken down by if they are Owner 1 or Owner 2. Right now I have 2 separate reports for these and want to combin Beitrag ansehen