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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner
Member since ‎Nov 20, 2019
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Karsten Köhler

Marketing, Sales, Customer Service & Operations • HubSpot-Beratung auf Stundensatzbasis • ehemaliger HubSpot DACH Marketing Manager • 8+ Jahre B2B-Erfahrung • TERMIN VEREINBAREN: https://app.hubspot.com/meetings/karstenkoehler/45-30-15

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ACarr1 on May 24, 2022
Meeting Follow Up Time Report
Hi, I'm trying to build a report that will show the time elapsed between a meeting and the first follow up. I've been exploring the lead response time report in sales analytics but I'm unable to filter to just show the first follow up after a me read more
Reply Discussion Reports
0 upvote
2 Replies
karstenkoehler
Hall of Famer | Partner
May 24, 2022 09:39
Hi @ACarr1 , I'd approach this with a date stamp and a calculation property. The date of the first follow-up would be stamped in a conta...read more
NParshotam on May 23, 2022
Click through records in reports
As a report user, I would like to click on a record to take me to that specific record (deal, contact, etc) so I can review or edit the data. Right now, records are displayed in a report but there is no way to click into the record to find more read more
Reply Discussion Enterprise
0 upvote
8 Replies
NParshotam
Contributor
May 24, 2022 10:28
Thanks for the suggestion. I tried that but the report now doesn't sum the amount in company currency column.
FScholtes on May 24, 2022
Verknüpfung der Standard-Email in Outlook mit HubSpot
Kann ich meine Standard-Emailadresse scholtes@ohja-gmbh.de in Outlook 365 ohne Exchange Server mit HubSpot verbinden? - aktuell nur mit outlook_6ABABEBE9DB40793@outlook.com möglich.
Reply Discussion Free
0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
May 24, 2022 04:22
Hallo @FScholtes , bist du diesen Schritten gefolgt, um dieses Postfach zu verknüpfen? https://knowledge.hubspot.com/de/email-tracking/connec...read more
FScholtes on May 24, 2022
Verknüpfung der Standard-Email in Outlook mit HubSpot
Kann ich meine Standard-Emailadresse scholtes@ohja-gmbh.de in Outlook 365 ohne Exchange Server mit HubSpot verbinden? - aktuell nur mit outlook_6ABABEBE9DB40793@outlook.com möglich.
Reply Discussion Free
0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
May 24, 2022 04:22
Hallo @FScholtes , bist du diesen Schritten gefolgt, um dieses Postfach zu verknüpfen? https://knowledge.hubspot.com/de/email-tracking/connec...read more
DEllis-Hill on May 24, 2022
Lead Source
HELP! I'm trying to add a mandatory field when setting up a deal to monitor which source our leads came from? E.g. referral, Google, LinkedIn, Email, repeat business, etc. I want to be able to monitor what is and isn't working in terms of our p read more
Reply Discussion Free
0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
May 24, 2022 03:18
Hi @DEllis-Hill , Have you reviewed the link that I shared? It's explained step by step there: https://knowledge.hubspot.com/crm-setup/set-up...read more
EOhayon5 on May 24, 2022
Change a property type from dropdown to single line
I want to change a property from a dropdown to a single line text so I can just add more names. Can I do that if it's not being used?
Reply Discussion
0 upvote
2 Replies
danmoyle
Key Advisor | Diamond Partner
May 24, 2022 05:46
And @EOhayon5 if it's being used in Object records like @karstenkoehler mentioned, it's pretty easy to mass-edit from the Object screen. ...read more
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