Goal: The ability to report on 'HubSpot Owner' value history.
Suggestion: An export of contact property history or a dashboard that tracks recrod ownership
Hi all, I'm pleased to share that the ability to export the property history for a contact, company, or deal property in HubSpot is now live for all CRM users.
Navigate to Settings > Properties, and click the property whose history you’d like to export.
Click the brand new “Export Property History” button in the upper-right.
Choose your desired file format, and the email address you’d like the export to be sent to. Within moments, you’ll have a spreadsheet in your inbox.
If you have any questions about this feature, please post them here.
Hey @jordan_yocum thank you for following up to clarify. So that our product management team can better understand your goal / request, but also so that others can find the idea and vote for it, I'm going to update the title/description of this idea. Feel free to edit yourself if you feel I have not communicated your feature request in full. Thank you!
To view a contact's property history:
You can also see the isolated history of an individual property on the About card or from the All Properties screen.
To segment a group of contacts that had a previous value for a property, you can create a list that segments contacts based on historical values.
Let me know if you have any questions or concerns further to the above.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.