ktfritchen

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Katie Fritchen

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ktfritchen

Contributor

February 25, 2025

Reply to Company Lifecycle Stage Funnel Reporting

Great, thank you for your detailed response and help. This definitely helps!

ktfritchen

Contributor

February 21, 2025

Reply to Workflow Based Reports

Agree. This is ridiculous. Workflows are arguably the main marketing tool in HubSpot, but there's no decent goals reporting for them? I don't get it....read more

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ktfritchen on February 20, 2025

Company Lifecycle Stage Funnel Reporting

Hi All -- curious if/how others are doing this, as my Company lifecycle data seems to be all over the place. I'm working on setting up lifecycle stage reporting using the new(ish) Funnel reports. It would make more sense for my business to repor read more

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ktfritchen

Contributor

December 13, 2023

Reply to Ability to control meeting outcomes via workflow

I really just want upcoming meetings to default to scheduled. Currently, it does this for meetings that have been scheduled via the Meetings tool, bu...read more

ktfritchen

Contributor

September 15, 2023

Reply to Rolling MQLs back to leads...

Personally, I roll MQLs back to Leads. Perhaps my reporting isn't quite as mature as what you guys have going on here. But, we use MQL as a way to id...read more

ktfritchen

Contributor

October 18, 2022

Reply to Creating a list for targeting event attendees

Adding on to what others have said (which I agree with & use for ours). I also have created 2 custom properties: Tradeshow Name Tradeshow Atte...read more

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