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JasonTong
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Miembro desde ‎nov 14, 2019
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charingkam en Noviembre 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 Leer más
Responder Idea Dashboards & Reports
351 Me gusta
111 Respuestas
JasonTong
Participante
May 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...Leer más
JasonTong en Enero 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, Leer más
Responder Idea Sales Reporting
29 Me gusta
2 Respuestas
iamestyk en Junio 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 Leer más
Responder Idea Marketing Emails
206 Me gusta
77 Respuestas
JasonTong
Participante
Noviembre 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 ...Leer más
iamestyk en Junio 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 Leer más
Responder Idea Marketing Emails
206 Me gusta
77 Respuestas
JasonTong
Participante
Noviembre 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 ...Leer más
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mobedi en Abril 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 Leer más
Responder Conversación
27 Me gusta
20 Respuestas
JasonTong
Participante
Octubre 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...Leer más
hayesnelson en Junio 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' Leer más
Responder Idea Sequences Workflows
774 Me gusta
262 Respuestas
JasonTong
Participante
Octubre 07, 2020
Great to hear, thanks!
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