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SHolding on Maio 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 Leia mais
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ASpencer0 on Maio 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 Leia mais
0 avaliações positivas
3 Respostas
Participante
Maio 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...Leia mais
duncanmcgovern on Maio 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 Leia mais
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1 Respostas
Membro do Hall da Fama | Parceiro
Maio 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...Leia mais
elisestieren on Maio 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 Respostas
Membro do Hall da Fama | Parceiro
Maio 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...Leia mais
JWienkamp on Maio 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 Leia mais
0 avaliações positivas
3 Respostas
Colaborador(a)
Maio 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...Leia mais
ClarindaBoom on Maio 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 Leia mais
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1 Respostas
Membro do Hall da Fama | Parceiro
Maio 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...Leia mais
LProcknow on Maio 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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3 Respostas
Membro do Hall da Fama | Parceiro
Maio 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...Leia mais
Fayhan on Maio 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 Leia mais
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3 Respostas
Membro do Hall da Fama | Parceiro
Maio 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 on Maio 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 Leia mais
1 avaliações positivas
2 Respostas
Membro
Maio 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 ...Leia mais
Agnidud on Maio 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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1 Respostas
Orientador(a) | Parceiro Elite
Maio 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...Leia mais
MattD127 on Maio 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 Leia mais
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1 Respostas
Membro do Hall da Fama | Parceiro
Maio 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...Leia mais
Hi-Im-JGarcia on Maio 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 Leia mais
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1 Respostas
Gerente da Comunidade
Maio 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...Leia mais
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