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elizsmith
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Member since ‎Feb 5, 2020
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elizsmith
Contributor
May 09, 2023
Reply to Reporting on Evangelist Stage
Thank you, Karsten, I will post on the idea forum
elizsmith on May 09, 2023
Add Evangelists to Traffic Analytics Report
We use HubSpot's default Traffic Analytics report (Reports > Analytics Tools > Traffic Analytics) every week to track our traffic, leads, and conversion rates. We noticed a discrepancy in the number of customers due to the fact that we al read more
Reply Idea Analytics Tools Contacts & Companies Dashboards & Reports Marketing Reporting
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elizsmith
Contributor
May 09, 2023
Reply to Reporting on Evangelist Stage
Hi Karsten, Thanks for your prompt reply! We use a combination of HubSpot-built and custom reports, but for this particular post, we are looking...read more
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elizsmith on May 09, 2023
Reporting on Evangelist Stage
We use HubSpot's reporting tools to keep track of all new and qualified leads and customers / repeat customers (evangelists). However, we noticed a discrepancy within our data -- once a contact moved from the 'customer' to the 'evangelist' life cycl read more
Reply Discussion Contacts Reports
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elizsmith
Contributor
March 20, 2023
Reply to export reporting to excel?
Hi Pam, when you say " there are a few reports where the option to export won't be available" can you elaborate? Is there a certain report type that ...read more
elizsmith
Contributor
February 28, 2023
Reply to Set Association Labels On Records via a Workflow
Looking forward to when this is implemented! Appreciate the updates. It will be nice to have this done automatically via a workflow and not have to u...read more
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