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kgabriel
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Member since ‎Feb 12, 2020
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Katherine Gabriel

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Activity

kgabriel on October 07, 2020
Reporting Total Deal Amount to specific time engagement
Hello! We are looking for a solution within Hubspot where we can add a time-frame to our total deal value. For example, let's say our deal amount is for $12,000, however that engagement only lasts for 3 months. Is there a way in Hubspo read more
Reply Discussion Deals Reports
0 upvote
1 Reply
kgabriel on September 23, 2020
Report on pinned notes
Right now you can only report on all notes and their body text. Being able to report, trigger, etc on pinned notes will allow more visibility into deals, contacts and companies for all roles.
Reply Idea Activity Feed Dashboards & Reports
14 upvotes
3 Replies
kgabriel on September 23, 2020
Reporting on pinned notes
Hello, We would like to be able to report on pinned notes, right now you can only create views off of all "note body" or have a manual step by our sales team to check a box saying they "pinned a note". Does anyone have any solutions to bes read more
Reply Discussion Companies Deals Reports
9 upvotes
4 Replies
kgabriel on April 27, 2020
Contact activity tracking
Hello, In prior roles we used salesforce and the campaign functionality in salesforce to log a lead's activities. For example for a webinar, the campaign name would be added to the lead record and based on their action at the webinar (attended, read more
Reply Discussion Campaign Analytics Events
0 upvote
6 Replies
kgabriel
Participant
May 01, 2020
@TiphaineCuisset something like this where member status can show the action
kgabriel on April 27, 2020
Contact activity tracking
Hello, In prior roles we used salesforce and the campaign functionality in salesforce to log a lead's activities. For example for a webinar, the campaign name would be added to the lead record and based on their action at the webinar (attended, read more
Reply Discussion Campaign Analytics Events
0 upvote
6 Replies
kgabriel
Participant
May 01, 2020
@TiphaineCuisset something like this where member status can show the action
kgabriel on April 27, 2020
Contact activity tracking
Hello, In prior roles we used salesforce and the campaign functionality in salesforce to log a lead's activities. For example for a webinar, the campaign name would be added to the lead record and based on their action at the webinar (attended, read more
Reply Discussion Campaign Analytics Events
0 upvote
6 Replies
kgabriel
Participant
May 01, 2020
@TiphaineCuisset something like this where member status can show the action
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