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SHolding le Mai 19, 2024
Is there a way i can set up a report, where we can impliment our sales acivity point metric? i.e. each rep needs to hit a total of 40 points in a week, a successful meeting is 5 points and a call is one point. Is this something that can be s Lire la suite
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ASpencer0 le Mai 17, 2024
Hello! I wanted to know what is the best way to track contacts created using the attribution report when you are using an integration. The user is using Appollo to send out outbound marketing emails and would like to find a way to track contacts cre Lire la suite
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Participant
Mai 17, 2024 17:27
It depends on how you manage your data, but it's definitely doable. When we click on 'integrations,' we can see a further breakdown. Additionally, wi...Lire la suite
duncanmcgovern le Mai 17, 2024
Looking for tips on calculating rates of engagement in a target list vs contacts who take a specific action. For example: Event invitees vs RSVP vs attended Target contacts for a cross-channel outbound initiative vs those who engage Coming f Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Mai 18, 2024 01:07
Hi @duncanmcgovern , You're correct, there isn't any obvious way to do this in HubSpot and calculating rates typically requires extra steps. H...Lire la suite
elisestieren le Mai 16, 2024
Hello, I have a list of contacts that I want to observe and review activity against. How do I create this view or report?
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1 Réponse
Au panthéon de la communauté | Partenaire solutions
Mai 16, 2024 12:00
Hi @elisestieren , This is something you would do with the custom report builder: https://knowledge.hubspot.com/reports/create-reports-with-t...Lire la suite
JWienkamp le Mai 16, 2024
Hi everyone! I have the following use case and hope that someone already found a solution for it: We work project based and multiple people can be involved in one project. We track this by having multiple user properties Now I wanna create a Lire la suite
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3 Réponses
Contributeur
Mai 16, 2024 08:11
The main thing which i am trying to say is you can't really use more then one property in the break down column. Its really hard to think of somethi...Lire la suite
ClarindaBoom le Mai 15, 2024
Hi there, I'm working on a report to look at total number of sales activity split by activity assigned to a sales rep. This is a bar chart > count of activities split by assigned to user, broken down by activity type What we're finding is t Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Mai 16, 2024 00:13
Hi @ClarindaBoom , This does currently not seem to be possible, no. Neither the sales email nor the activites data source in the HubSpot repor...Lire la suite
LProcknow le Mai 15, 2024
Hi folks, I'm a new HubSpot admin and I'm hoping to run a report of all records (especially accounts) that are owned by inactive users. I looked into creating a custom report but I did not see a user object.
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Au panthéon de la communauté | Partenaire solutions
Mai 15, 2024 16:16
@LProcknow on the company index page, when using the filter drop-down for company owner, you can also choose to show deactivated users. I'd recomme...Lire la suite
Fayhan le Mai 15, 2024
Hallo liebe Community, ich suche seit einigen Wochen nach der Möglichleichkeit die Erscheinungsquote in % zu tracken. Folgendes möchte ich gerne abbilden: Wie viele Termine sind erschienen/nicht erschienen Welcher Teammember hat die Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Mai 15, 2024 11:45
@Fayhan wenn du sehen möchtest, welche internen Mitarbeiter an einem Termin teilgenommen haben, dann ist das nicht möglich, nein.
SK_ACLI le Mai 15, 2024
Hi all, I would like to record and track sales rep activities. These activities include:- entertainment, presentations, meetings, roadshows and such. I am not sure where or what property i could create to let sales rep select from an activity dr Lire la suite
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2 Réponses
Membre
Mai 15, 2024 13:04
Hi there- thank you for the response! Ideally, Whenever the sales rep connects with a lead/prospect, they will log it onto HS. Like an activity ...Lire la suite
Agnidud le Mai 14, 2024
Hi, my team uses Deal Splits and Collabolators. How can I include these deals in their Revenue Goal view?
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Guide | Partenaire solutions Elite
Mai 15, 2024 04:46
Hi @Agnidud , I think natively you cannot do this in Goals tool: You will have to build custom reports for this and use those propert...Lire la suite
MattD127 le Mai 14, 2024
Hello everyone! For context, I am currently utilizing sales sequences using Sales Professional and Marketing Starter. These sets of sequences are just a set of automated emails going out to prospective leads. My question is, what is the be Lire la suite
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1 Réponse
Au panthéon de la communauté | Partenaire solutions
Mai 15, 2024 00:05
Hi @MattD127 , I would recommend approaching this with a filtered contact view: https://knowledge.hubspot.com/records/filter-records-and-save...Lire la suite
Hi-Im-JGarcia le Mai 14, 2024
Please keep the original navigation bar on top. The small icons in the left-hand view do not make things faster or user-friendly. I've reverted to the original view and am asking others to request these options. We will be able to view th Lire la suite
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1 Réponse
Gestionnaire de communauté
Mai 15, 2024 03:19
Hi @Hi-Im-JGarcia , Thank you for reaching out to the Community! I'm sorry to hear about your experience regarding the new navigation. I'd like...Lire la suite
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