Dear all, I am creating a new view for my transactions where I want to track, for each of them, the next steps. The columns I want to display are : No of the transaction Company attached Date of the next activity Red/yellow/green bubble read more
It has been requested by multiple HubSpot users that it would be helpful to be able to export the contents of the activity on deals. Parts of our business use the activity to give a more detailed understanding of where in the 'completing stage' the read more
I'm trying to export the timestamp associated with contact creation. Most of our leads are through paid media, I'd like to look at the created date and model out what dates/times of the ads converts best. Is there a way to export contacts cre read more
Can I generate a report by meetings where I make a selection of the meetings with a connected business and those that are not? And can I generate a report that tells me how many meetings each collaborator had before closing a deal?
Hi! We have a workflow that creates a deal when we have booked a 1st Meeting (demo) with a prospect. However, if we book a new 1st meeting /demo with the same account it does not automatically re-enroll this company in that workflow. (limitatio read more
I need to build a report or gain some visibility of contacts who received a specific marketing campaign and then their custom property changes from bronze to silver membership. or from no membership to membership. (this is possibly easier as it's a read more
Hi Community! Has anyone out there found a way to link up sales navigator or plain linkedin messages to be logged as an activity automatically at deal or contact level? I currently have the plug in installed, my team can send in-mails directly read more