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k_intello
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k_intello on Outubro 12, 2020
Company Associated Contacts Blank, but Contacts are showing on the Company record page?
We have an issue with duplicate company records that don't have any Contacts associated in Hubspot and I want to flag them for deletion. Below is more detail on why they're in there... but I wanted to solve for this by creating a Company view for al Leia mais
Responder Discussão Enterprise Professional
0 avaliações positivas
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k_intello on Outubro 09, 2020
Ability to Average NPS Rating by Company
We'd like to see the average NPS score per Company based on the Contacts' responses. Currently there is no way to see this in the platform or to calculate it via automation. Secondarily, because NPS is stored as a dropdown it doesn't play well with Leia mais
Responder Idéia Feedback Surveys
21 avaliações positivas
2 Respostas
MatthieuBaril on Fevereiro 14, 2020
Lead score criteria that are fulfilled by a contact should be stored on the contact record
There is not currently a place on an individual contact record where you can see what activities or properties contributed to a specific lead score. The Test contact button within the lead score property is the only place to generate this data Leia mais
Responder Idéia Lead Scoring
5 avaliações positivas
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k_intello
Colaborador(a)
Julho 09, 2020
Agree, this is necessary. Right now, the only way I've known if and when a score has been updated is with the Details button next to their score on t...Leia mais
k_intello on Junho 25, 2020
Possible to pull Email Client in to a Contact field?
Anyone know if there's a way to pull which email client a contact has in to a field on their Contact record that we can use for lists, etc? This is valuable qualifying information for us. I know the data is in there, just can't find a way to mak Leia mais
Responder Discussão Contacts & Companies
0 avaliações positivas
3 Respostas
k_intello
Colaborador(a)
Julho 07, 2020
Thanks Pam - so will it allow me to automatically pull that in to the custom field for all contacts? Or will I have to manually do it contact by cont...Leia mais
k_intello on Junho 25, 2020
Possible to pull Email Client in to a Contact field?
Anyone know if there's a way to pull which email client a contact has in to a field on their Contact record that we can use for lists, etc? This is valuable qualifying information for us. I know the data is in there, just can't find a way to mak Leia mais
Responder Discussão Contacts & Companies
0 avaliações positivas
3 Respostas
k_intello
Colaborador(a)
Julho 07, 2020
Thanks Pam - so will it allow me to automatically pull that in to the custom field for all contacts? Or will I have to manually do it contact by cont...Leia mais
Solucionado
AliceZen on Fevereiro 20, 2020
Conversion rates between deal stages
Hi, I'm not sure if i'm just interpreting this wrong, but I'm having difficulty calculating the actual conversion rates between each deal stage. I.e 100 deals get created, and 70 of them move to the next stage = 70% conversion rate. 50 of Leia mais
Responder Discussão Sales Team Productivity
19 avaliações positivas
23 Respostas
k_intello
Colaborador(a)
Maio 11, 2020
Thank you for the help Justin - I have this built (and actually used the template version Hubspot provides) but it's not showing the conversion perce...Leia mais
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