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adamcowperthwai
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Adam Cowperthwait

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adamcowperthwai on Juli 24, 2020
'Latest Step Date' in Sequences Should be a Contact Property
I'd like to TimeStamp the end of a sequence to know how long it should be before I reach out to a client again. This would be easily done if the 'Sequences' property 'Latest Step Date' was time-stampable as a 'Contact' property.
Antworten Idee Sequences
9 Likes
2 Antworten
adamcowperthwai
Teilnehmer/-in
Januar 19, 2021
@scpokorney I believe my colleague @stuartfox was able to accomplish this through using the timestamp feature
adamcowperthwai on September 03, 2020
Report on Sales/Marketing Activities Across a Given Time Period
Currently, you are able to use the properties 'Number of Sales Activities' and 'Marketing Emails Delivered' to see how many Activities have occurred 'All Time'. Unfortunately, you are not able to see this on a Weekly, Monthly, Annual or Avergaed Beitrag ansehen
Antworten Idee Sales Reporting
13 Likes
2 Antworten
adamcowperthwai
Teilnehmer/-in
September 04, 2020
^^^ Agreed, Annie, we would like to see it per user or contact owner would work for us, and also company wide
adamcowperthwai on September 03, 2020
Report on Sales/Marketing Activities Across a Given Time Period
Currently, you are able to use the properties 'Number of Sales Activities' and 'Marketing Emails Delivered' to see how many Activities have occurred 'All Time'. Unfortunately, you are not able to see this on a Weekly, Monthly, Annual or Avergaed Beitrag ansehen
Antworten Idee Sales Reporting
13 Likes
2 Antworten
adamcowperthwai
Teilnehmer/-in
September 04, 2020
^^^ Agreed, Annie, we would like to see it per user or contact owner would work for us, and also company wide
Lette on Juli 23, 2020
Separating Contacts Inaccurately Overwritten by Cache Matching on Form Submissions
When cache matching on form submit overwrites the incorrect contact it is quite a mess to undo the changes to the records. It can be quite detrimental to our sales process too. Any or all of the following would be hugely helpful in resolving when Beitrag ansehen
Antworten Idee Forms
13 Likes
2 Antworten
adamcowperthwai
Teilnehmer/-in
Juli 28, 2020
YES PLEASE!!!
adamcowperthwai on Juli 24, 2020
'Latest Step Date' in Sequences Should be a Contact Property
I'd like to TimeStamp the end of a sequence to know how long it should be before I reach out to a client again. This would be easily done if the 'Sequences' property 'Latest Step Date' was time-stampable as a 'Contact' property.
Antworten Idee Sequences
9 Likes
2 Antworten
adamcowperthwai
Teilnehmer/-in
Januar 19, 2021
@scpokorney I believe my colleague @stuartfox was able to accomplish this through using the timestamp feature
adamcowperthwai on Juli 24, 2020
Manual Track a Meeting back to a Sequence
If a customer books a meeting using your Hubspot Meetings hyperlink it automatically attributes that meeting back to the 'Sequences' 'Meeting Rate'. There are many times that a customer replies to your request for a meeting, and books a meeting Beitrag ansehen
Antworten Idee Sequences
74 Likes
18 Antworten
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