Daily Email Showing All Deals In A Stage

[AHewitt90]

Hi All, 

I would like to create a summary email that shows all deals that are in a certain stage.

This would be something like all deals that have been won per day in one email sent daily.

Is there anything like that that i could put in place?

Thanks 

[karstenkoehler · Accepted solution]

Hi @AHewitt90,

Yep 🙂 You would create a custom report that shows those deals you'd like to see and could then set up a recurring report email where you can specify that this report should be sent daily: https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards#manage-recurring-repo...

Have a look and let me know if you need more assistance with any of the steps!