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WVidal on November 24, 2022
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
0 upvote
1 Reply
Hall of Famer | Partner
November 24, 2022 07:44
Hi @WVidal , Happy to help here. Unfortunately, it's not possible to achieve everything you want to accomplish in one report. You'll have to c...read more
ABroome on November 24, 2022
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
0 upvote
3 Replies
Hall of Famer | Partner
November 24, 2022 07:34
Hi @ABroome , Sure! Navigate to Menu > Reports > Reports > Create report > Custom Report Builder and then select Deals ...read more
AKlobnock on November 22, 2022
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
0 upvote
3 Replies
Hall of Famer | Partner
November 23, 2022 05:53
@danmoyle 😄
CMartínezCort on November 22, 2022
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?
0 upvote
1 Reply
Hall of Famer | Partner
November 22, 2022 20:46
Hi @CMartínezCort , Can you specify or give an example of what a connected business is? Best regards!
MStadig on November 22, 2022
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
0 upvote
4 Replies
Hall of Famer | Partner
November 24, 2022 21:21
Hi @MStadig , You would need two lists to achieve this: List 1: Any associated Deal has all of Create date is known List 2: At least one...read more
squigglebit on November 18, 2022
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
0 upvote
3 Replies
Hall of Famer | Partner
November 18, 2022 09:54
Hi @squigglebit , In that case, you would have to set up a workflow which sets a date property to the date of the step when the automated emai...read more
HFjällman on November 18, 2022
How can 100% of those that have opened my email be 100% mobile users but those clicking 100% desktop? Can there rates really be correct?
0 upvote
1 Reply
Community Manager
November 22, 2022 01:47
Hi @HFjällman Thank you for reaching out. I would recommend connecting with HubSpot Technical Support , as Support is included in yo...read more
RMarinho on November 18, 2022
Hi! I need to somehow know how long the deal is in stages in the pipeline in a way that I can export this information, can anyone give me a solution? Thank you very much in advance
0 upvote
5 Replies
Contributor
November 18, 2022 06:52
Hi @APrigent , In addition to showing only closed deals, it does not allow exporting by name...
Solved
JFaeth on November 17, 2022
Hi! Is there a way to pull a report from this data? Also, not sure why it's showing goal exceeded, even if she's not?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 17, 2022 22:04
Hi @JFaeth , Yes, if I understand you correctly then this is possible. It requires a Sales Hub Professional subscription which includes sales ...read more
Solved
MChristensen9 on November 17, 2022
Hi, I need to create a report including my CONTACT activities (notes, e-mails, meetings, calls) but limited to 1 list (already created), not a user. How can I do this? thanks!
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
November 18, 2022 01:56
Hi @MChristensen9 , To do this, you would have to create a cross-object report, available in HubSpot Professional subscriptions. You would nav...read more
Solved
MWaller on November 17, 2022
My Deal Funnel does not update after company deal status is changed.
0 upvote
4 Replies
Accepted Solution
Member
November 21, 2022 08:48
After doing a bit more research, I discovered that by creating a "custom" version of the Deal Funnel Report I could select "any" instead of "all stag...read more
Solved
AlexP-Two on November 16, 2022
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
1 upvote
1 Reply
Accepted Solution
Key Advisor | Diamond Partner
November 16, 2022 09:08
@AlexP-Two I don't think this is possible with an off-the-shelf integration at this time but this is an idea that has been posted in the communit...read more
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