Tips, Tricks & Best Practices

ASobusiak
投稿者

Reports for the Marketing Department

解決

Is it possible to create a report presenting information about the Deals: a wide overview - initial engagement (how we got the lead), further communication (like the offer), who was involved in the deal from customer's side and what what is our actual scope of work.

And the Leads report - as for the incoming qualified leads - I would like to get the understanding what are the companies, titles and what was the initial topic of interest - as I would like to reengage with them.

 

I'm not sure if HubSpot allows you to create reports like this, but I'm just a beginner 🤔

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Ktamir
解決策
投稿者 | Platinum Partner
投稿者 | Platinum Partner

Reports for the Marketing Department

解決
Sure.
You can create it as a table and present all the information you want,a s
long as they are available as properties.


<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">










Karin Tamir










Karin Tamir

HubSpot Expert
Glare Marketing Technologies | HubSpot Platinum Partner



Schedule a Call with me










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0 いいね!
1件の返信
Ktamir
解決策
投稿者 | Platinum Partner
投稿者 | Platinum Partner

Reports for the Marketing Department

解決
Sure.
You can create it as a table and present all the information you want,a s
long as they are available as properties.


<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">










Karin Tamir










Karin Tamir

HubSpot Expert
Glare Marketing Technologies | HubSpot Platinum Partner



Schedule a Call with me










Thumbs Up

Did my post help answer your query? Help the community by marking it as a solution.







0 いいね!