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Lmiller12
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Member since ‎Oct 25, 2022
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Lindsey Miller

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Lmiller12 on October 25, 2023
Ability to bulk select from tasks area to create them as "leads" in the new prospecting hub
Currently, reps would need to go through their tasks and individually mark on the contact record if that contact should be a cold, warm, or hot lead to show up in their "leads" area in the prospecting workspace. Our team has used the previous ta read more
Reply Idea Properties
0 upvote
0 Reply
Lmiller12 on July 27, 2023
Call recording duration rep time vs. customer talk time
Hello, With the call recording space and new prospecting area for sales reps - we have found this all really beneficial to our sales team. However, I was curious if we could have a report that compares the following: - Sales reps call talk t read more
Reply Idea Sales Reporting
0 upvote
0 Reply
Lmiller12 on June 12, 2023
Ability to make KPI's "goals" as a benchmark in HubSpot to report on
Hello, Our sales team has been tracking our KPIs by creating manual reports. We track calls, emails, deals created, and meetings booked. However, the reporting is limited as it doesn't let us compare by time since it's not a one dimension report read more
Reply Idea Sales Reporting
1 upvote
1 Reply
Lmiller12 on April 27, 2023
Running a report that shows no activity from a company viewpoint
Hi, I've been asking to create a report of contacts that have a HubSpot score over 100+, that haven't been contacted since January - I was going to use "last activity date" and "last contacted" filters to say unknown or within a time frame, but read more
Reply Discussion Reports
0 upvote
3 Replies
Lmiller12
Contributor
April 27, 2023
Ideally, a report on the company. I did play around in the custom report builder and selected, companies, contacts, and activities to pull properties...read more
Lmiller12 on April 27, 2023
Running a report that shows no activity from a company viewpoint
Hi, I've been asking to create a report of contacts that have a HubSpot score over 100+, that haven't been contacted since January - I was going to use "last activity date" and "last contacted" filters to say unknown or within a time frame, but read more
Reply Discussion Reports
0 upvote
3 Replies
Lmiller12
Contributor
April 27, 2023
Ideally, a report on the company. I did play around in the custom report builder and selected, companies, contacts, and activities to pull properties...read more
BrianSkov_WUD on July 30, 2021
Pipeline performance report (conversion rate)
We are seriously missing a very basic report in the HubSpot dashboard. We need to see the success rate of a pipeline. % conversion to WON You have all the numbers at hand for one or multiple pipelines. W = All deals in WON stages L = All read more
Reply Idea Dashboards & Reports
119 upvotes
17 Replies
Lmiller12
Contributor
March 10, 2023
I have also spoken about this report to our HubSpot rep for our company and when they told me that HubSpot couldn't calculate the conversion rate be...read more
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