Sales Email

Devitt
Participant

Activities Report - Filtering out sequences

Hi Hubspot Community - I'm looking to more accuratly track my teams activities in hubspot. Is there a way to filter out any emails that have been sent automatically via a sequence and only look at say first emails (organic or via template) to a contact?

 

Thanks!

 

5 Replies 5
MFerguson6
Participant

Activities Report - Filtering out sequences

I am facing the exact same Issue. Has this yet been resolved?

0 Upvotes
PamCotton
Community Manager
Community Manager

Activities Report - Filtering out sequences

Hello @MFerguson6 would you be able to share with us more information about your error?

The more information, screenshots, and details you can provide, the better I can advise on the next steps.

 

Thank you,

Pam

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0 Upvotes
JBuck73
Participant

Activities Report - Filtering out sequences

We are looking for this as well. Extremely frustrating for the sales managers, as sequences shouldn't be included in the gauge of individual sales activity.

0 Upvotes
rboerrigter
Participant

Activities Report - Filtering out sequences

@PamCotton I'm also looking for an answer to this. I can only find a contact property that's "Now in Sequence" but just want to know if an email was automated (sequence) vs manual. Any ideas?

0 Upvotes
PamCotton
Community Manager
Community Manager

Activities Report - Filtering out sequences

Hello @Devitt, thank you for providing information about your goal. I would like to invite to this conversation:  @jfreeman  @Mike_Eastwood @Adeline_, the top contributor of our Community to share any recommendations on this matter.

 

Thank you,

Pam

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