We want to have a import/export function for the actions (engements in hubspot internally).
The reason for this is: For example when we send a sales letter to 100 companies I do not want to registrate the action manualy for each company/contact.
For my work it is really important to get an overview of all activities with common filters. I am documenting customer feedback and ideas in the activity, and want to analyse the data for Product Management.
I would switch to a different CRM if they have a better solution. Could you create an export function for activities?
Another upvote for exporting - we had to use Threads to import historic emails (their import is VERY limited, and this isn't disclosed until you are knee deep in the process) and now have issues with the 'first contact' or any other 'first' properties that do not pick up anything that was imported from Threads. I can see all of the historic email activity - great - but can't seem to access it to use as a reporting filter.
What this means is that if I try to filter for the companies that we have just started speaking to this year, I get hundreds of entries to whom we've spoken to before this year, and who have the activity to prove it, but who I can't automatically exclude.
My thought of a workaround was to download a list of all activities for all of our companies (in the worst case) with the activity's date and title, so that I could then go through and create my own custom property with the oldest date to replace the 'first [xxxxxxxx]', but I now see I can't do that either.
Você deve ser um usuário registrado para adicionar um comentário aqui. Se você já estiver registrado, faça logon. Se você ainda não estiver registrado, registre-se e faça logon.
