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JasonTong
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Member since ‎Nov 14, 2019
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  • Replies
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  • Upvotes Given
    8
  • Upvotes Received
    15
  • Ideas
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Activity

charingkam on November 08, 2018
Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect read more
249 upvotes
85 Replies
Member
May 17, 2022 03:57
This is essential!
JasonTong on January 13, 2021
Hello, Would like to have the functionality to report on change over time for a property, similar to how Google analytics has a compare to period x. In my case, I'd like to see the change in Lead Status and Deal Status either week over week, read more
4 upvotes
1 Reply
Contributor
March 18, 2022 09:38
+1. In addition to OP's use case, we have a custom object that tracks launch date of projects (surveys). This date is often changed by the client mul...read more
iamestyk on June 28, 2018
There is a great new dashboard in the marketing performance tab within each email that has been sent through HubSpots marketing portal. it shows how many times each contact has opened/clicked an email. unfortunatley at the moment there is no act read more
160 upvotes
68 Replies
Participant | Diamond Partner
May 19, 2022 16:35
It's possible to create a report on this now, using the Custom Report Builder: Marketing Email as the primary data source Contacts as the s...read more
iamestyk on June 28, 2018
There is a great new dashboard in the marketing performance tab within each email that has been sent through HubSpots marketing portal. it shows how many times each contact has opened/clicked an email. unfortunatley at the moment there is no act read more
160 upvotes
68 Replies
Participant | Diamond Partner
May 19, 2022 16:35
It's possible to create a report on this now, using the Custom Report Builder: Marketing Email as the primary data source Contacts as the s...read more
Solved
mobedi on April 09, 2018
Is it not possible to permanently delete a contact using a workflow. I see options to remove them from a static list as well as adding them to a static list in workflow actions. But I cannot seem to find the option to remove them permanently oth read more
26 upvotes
14 Replies
Participant
October 07, 2020 09:48
I'd also like to delete contacts in mass by workflow. Bad leads coming in from form fills can pile up over a year or two, so would be good to purge t...read more
hayesnelson on June 27, 2017
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' read more
758 upvotes
262 Replies
Participant
January 11, 2022 20:30
To release this feature which was requested by the community since 2017, now ONLY for Enterprise clients is a real kick in the teeth. It's an i...read more
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