Operations Hub: Show & Tell
September 22, 2021 | 11 AM (EST) Watch On-Demand
Earlier this year, HubSpot launched its newest product line, Operations Hub. It introduced new tools like data sync that connects your apps and syncs yo read more
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
Firstly, not to have to add an existing hubspot user as a contact to be able to add them.
Secodly, not adding the person who sets up the meeting as an attendee because they simply create meetings for other users and don't have to be invited to the read more
Definitely need this in place. Found out the other week that much of our data for 1st meetings booked and attended are not correct thanks to this. ...read more
I'd like it to be possible to create a Conversion report filtering from one stage into another and also list the Deal owner in the same graph. E.g. below All created deals --> Closed Won Sales Pipeline & All created Deals & De read more
filters/sequences
Is there a way I can look up contacts that I own that are on a particular sequence? or can I filter sequences to show only contacts that i own?
I would like to know where my contact are in a particular sequence or be able to so read more
Hi, I'm looking for a way to create a Workflow based on Sequence Status . E.g. when a contact has status "Sequence ended, no response" I'd like to create a Task for the company/contact owner 4 months later. The reason for this would b read more
I'd like it to be possible to create a Conversion report filtering from one stage into another and also list the Deal owner in the same graph. E.g. below All created deals --> Closed Won Sales Pipeline & All created Deals & De read more
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