I want to build a report that shows the activity (calls, emails, SMS) of each sales rep and exclude any of that activity that is going to a Contact that is a "Customer". Basically, how many cold emails are being sent and outbound calls to non-c Beitrag ansehen

Hi all. I've been using the "number of associated deals" property to highlight priority contacts we've worked with before on our company dashboards. This is a little too broad, however. I really need a second option: "Number of associated deals Beitrag ansehen

Hi, I hope you're doing well. In our company, when a deal is won, a renewal deal may be created based on the terms of the original deal. The renewal deal's close date is automatically set according to the term of the original deal. I’m look Beitrag ansehen

I'm evaluating with the free version, and would like a daily digest, report, or view of all activity from the last 24 hours, or selectable period (like last 7 days) for myself and my other evaluating user. How can I get this without having to cl Beitrag ansehen

Anyone know a way to export our list of custom reports like you would see on the reports page? We have several hundred so looking to put them intro one spreadsheet to view them better than paging through them on the screen.

We are a property owners association just getting started with HubSpot. Our accountant uses QuickBooks Accountant Desktop. I currently have HubSpot set up with all of our property owners in contacts and all of our parcels in inventory. Then I creat Beitrag ansehen

Hello, I have created a vertical funnel report for our Company lifecycle stages, but it is missing a large set of data (thousands of customers!). The only filter I have is the "Type", filtered to just "Dealer". The only thing I Beitrag ansehen

Hey everyone, I’m looking for a way to better categorize meetings in HubSpot. Right now, I can’t easily distinguish between intro meetings, follow-up meetings, and non-commercial meetings. For example, we run workshops that sometimes include tar Beitrag ansehen

All - I'm trying to create a new view in the "Deals" section, but I don't want it to populate with any current opportunities - I want a blank slate to start. But when I create the new view it's auto-populating with opportunities. I Googled how Beitrag ansehen

Hey All, I was wondering if there was a way to change the date entered each pipeline stage. A few months ago my boss changed pipelines and moved from one pipeline to the stage that he thought they should go in, in the other pipeline however now Beitrag ansehen

Hi there, I have created a report in HubSpot that is based on Deals. I have created a separate list with all of the correct criteria to use as a filter, but when I apply this list membership filter in the report, it is only pulling 4 out of 5 of Beitrag ansehen

I need to see my cal.com meeting on hubspot as leads. Not able to create the workflow that would trigger this. Need help on this. I am new to hubspot