Linking contacts and companies
解決
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Linking contacts and companies
解決Hi @JoshGradient,
Got it. To see this information, you need to create a custom report.
Navigate to Menu > Reports > Reports > Create custom report > Custom Report Builder NEW
Select Primary data source Contacts and tick the Companies box
Add your Partner company property to the Filters (by typing it into the Search across sources searchbar and then dragging and dropping it into the Filters tab)
Add additional filters for the time frame if needed (e.g. company Create date is after 01/01/2021)
Switch to the Configure tab and drag and drop in company Name and contact HubSpot score (Average)
Pick any visualization that you like, a vertical bar chart for example and click on the company Name dropdown to sort by HubSpot score
You might want to add additional filters or limits (see last screenshot) for the report to be usable.
On the right, you should now see partner companies with their average contact HubSpot score.
Hope this helps!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Linking contacts and companies
解決Hi @AAsis,
Did you see the step by step instruction I shared above?
Best regards
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Linking contacts and companies
解決Hi @JoshGradient,
Got it. To see this information, you need to create a custom report.
Navigate to Menu > Reports > Reports > Create custom report > Custom Report Builder NEW
Select Primary data source Contacts and tick the Companies box
Add your Partner company property to the Filters (by typing it into the Search across sources searchbar and then dragging and dropping it into the Filters tab)
Add additional filters for the time frame if needed (e.g. company Create date is after 01/01/2021)
Switch to the Configure tab and drag and drop in company Name and contact HubSpot score (Average)
Pick any visualization that you like, a vertical bar chart for example and click on the company Name dropdown to sort by HubSpot score
You might want to add additional filters or limits (see last screenshot) for the report to be usable.
On the right, you should now see partner companies with their average contact HubSpot score.
Hope this helps!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Linking contacts and companies
解決Linking contacts and companies
解決Glad to hear!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Linking contacts and companies
解決Linking contacts and companies
解決Hi @JoshGradient,
Could you rephrase what you would like to accomplish? I don't have a good grasp of how to best assist you yet. Are you looking for a report that shows the lead score of all contacts associated with partner companies? Or do you want to visualize the time that a partner company usually spends in your funnel? How are you currently spot checking for this information, what exactly are you looking at?
Best regards
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
