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JasonTong
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Mitglied seit ‎Nov 14, 2019
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Jason Tong

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charingkam on November 08, 2018
Dashboard cannot use date filter when using cross-reporting across contacts and companies
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 Beitrag ansehen
Antworten Idee Dashboards & Reports
351 Likes
111 Antworten
JasonTong
Teilnehmer/-in
Mai 21, 2021
Yup, this is basic/tablestakes functionality. It's definitely confusing since everyone expects reports to use the dashboard and then shocking when af...Beitrag ansehen
JasonTong on Januar 13, 2021
Reporting property value change over time, in particular for me lead status
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, Beitrag ansehen
Antworten Idee Sales Reporting
29 Likes
2 Antworten
iamestyk on Juni 28, 2018
how to utilize "top engaged contacts" from a marketing email
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 Beitrag ansehen
Antworten Idee Marketing Emails
206 Likes
77 Antworten
JasonTong
Teilnehmer/-in
November 16, 2020
@laurenlaw we need the upvotes on @iamestyk 's original post in 2018, so hopefully everyone commenting here also is upvoting (which I think they ...Beitrag ansehen
iamestyk on Juni 28, 2018
how to utilize "top engaged contacts" from a marketing email
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 Beitrag ansehen
Antworten Idee Marketing Emails
206 Likes
77 Antworten
JasonTong
Teilnehmer/-in
November 16, 2020
@laurenlaw we need the upvotes on @iamestyk 's original post in 2018, so hopefully everyone commenting here also is upvoting (which I think they ...Beitrag ansehen
Gelöst
mobedi on April 09, 2018
Delete a contact permanently via a workflow
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 Beitrag ansehen
Antworten Diskussion
27 Likes
20 Antworten
JasonTong
Teilnehmer/-in
Oktober 07, 2020
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...Beitrag ansehen
hayesnelson on Juni 27, 2017
Use workflow to trigger a sequence
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' Beitrag ansehen
Antworten Idee Sequences Workflows
774 Likes
262 Antworten
JasonTong
Teilnehmer/-in
Oktober 07, 2020
Great to hear, thanks!
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