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  • CJAsha on August 01, 2021
    2 Replies
    Hi there, I cannot find this anywhere, is there a standard out of the box CRM style report for prospects that shows the contact, company, details of last contact or is this something you have to pay for? Many thanks CJ
    Top Contributor | Diamond Partner
    August 01, 2021 21:17
    Hi @CJAsha , Can you please elaborate more what the issue here is? What do you mean by " contact, company, details of last contact"? Thanks. ...
  • akwiec on July 30, 2021
    1 Replies
    We recently completed the first phase of our CRM integration (external CRM) and now there’s visibility in both platforms for lead details. A member of the sales team was wondering if we could log purchase history as a way to use this information...
    Top Contributor | Diamond Partner
    August 01, 2021 09:43
    @akwiec it appears from your post that you are only syncing Contacts between your external CRM and HubSpot. Before trying to answer your question,...
  • Solved
    TPeddle on July 28, 2021
    5 Replies
    Hi everyone, Need some support. Currently I have a form submission workflow in place that is creating deals for my sales team. As the the team go through their sales process that deal stage is being changed however it is not syncing in the co...
    Most Valuable Member
    July 28, 2021 09:21
    Happy to help, @TPeddle ! You can help others find this information more easily by marking my post as a solution . I'd appreciate it!
  • JOakley on July 27, 2021
    4 Replies
    Hi Team, I would like to create a KPI report for my Account Management team and am finding most report templates are really geared towards sales and marketing, rather than ongoing management of existing clients. Does anyone have a dashboard or even ...
    Most Valuable Member
    July 28, 2021 09:06
    Hi @JOakley , How exactly would you like to visualize the "Last Client Audit"? Or, which kind of question would you want to answer in a report...
  • DMaggs on July 25, 2021
    1 Replies
    Is there a way to filter the sales stages to show those that are untouched for a specified number of days?
    Most Valuable Member
    July 25, 2021 22:06
    Hi @DMaggs , Are you referring to deals in your pipeline? I would understand sales stages as the pipeline which in itself cannot be touched/un...
  • douglas_volt on July 23, 2021
    2 Replies
    Hi, I've been wishing that the deals pipeline allowed me to bubble up tasks and overdue tasks on the pipeline cards. This would be great for our status meeting to make sure the team is using tasks and nothing is falling off the plate. I cre...
    July 26, 2021 06:19
    Hi there, That's the conclusion I also came to. Are you aware if there is any way to formulate the report that would include sales activity witho...
  • KJones50 on July 23, 2021
    1 Replies
    Someone on the team associated the wrong company to a Deal. I've tried and looked everywhere and can't seem to find a way to fix it- except to delete the Deal and re-create it. And that's a horrible solution as the Deal has a lot of activity assoc...
    Top Contributor | Diamond Partner
    July 25, 2021 21:53
    Hi @KJones50 , You have the option to change the company owner of the deal. When you go to sales > select the deal. On the right...
  • johninnes on July 22, 2021
    2 Replies
    Has anyone found a way of adding sales document views to the Hubspot Score?
    Top Contributor | Diamond Partner
    July 22, 2021 21:39
    Hi @johninnes , Unfortunately, this is not possible yet in HubSpot but you can upvote the idea as @Josh suggested. The more upvotes the idea hav...
  • GKell on July 21, 2021
    2 Replies
    When using Custom Report Builder and looking to sum by Amount in Company Currency, my results are showing as a basic number, not as currency: However, when I use a Single Object report, it shows as a currency. What am I missi...
    Top Contributor | Diamond Partner
    July 22, 2021 00:30
    Hi @GKell , Your reports is ok. You aren't missing anything, its just that this is how the reports show the amiunt for sum. Check SS for my report...
  • Solved
    McBainKD on July 21, 2021
    4 Replies
    Hey all, I was wondering how to go about creating a report to show our leads that haven't moved from one stage in the sales funnel to another in a while. Just looking to get a basic display of why some deals haven't been moved along the funnel. ...
    Participant | Diamond Partner
    July 23, 2021 09:03
    Saw you booked time. We should be able to get that report dialed in together. Looking forward to chatting!
  • LMcCoy on July 20, 2021
    2 Replies
    Hi all, I want to create a report that shows activities for all employees on my small team, including those who have no activities. Is there a way to do this in the reporting tool? I created a report that shows employees with activities but can’t s...
    Top Contributor | Diamond Partner
    July 20, 2021 21:23
    Hi @LMcCoy , The reports will only show the data only if it has value. So, what you asking is not possible as of now. Hope this helps! ...
  • Solved
    JRobertshaw on July 19, 2021
    6 Replies
    Hi All, We have a situation where we have a number of stages in the deals process that require information from different team members. What we are hoping is that when a deal moves to a stage, it sends a notification to the sales member to fill...
    July 20, 2021 20:25
    Apologies Karsten, You're completely right, got too excited about finding a solution I didnt read your solution right Thanks again!
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