Profil

STreggiari
Mitwirkender/Mitwirkende
Mitglied seit ‎Jan 4, 2021
Nachricht senden
  • Lösungen
    0
  • Antworten
    8
  • Likes vergeben
    26
  • Likes erhalten
    11
  • Ideenforum
    4

Info

Um Nutzerprofile anzusehen, musst du in der Community angemeldet sein oder einen kostenlosen HubSpot-Account verwenden.

Freunde

    Die Freundesliste ist noch leer

Scott Treggiari

Dieser Benutzer hat noch keine Beschreibung erstellt. Bearbeite Dein Profil hier.

Aktivität

rjohnsonM3 on Mai 15, 2020
Contacts or Companies with no activity
Hey, all. I've been asked to create a report that shows either Contacts or Companies which have not had a call or meeting for 30/60/90 days. The problem I'm finding though is that the filters in the reports don't really support this. I can filter Beitrag ansehen
Antworten Diskussion Contact Analytics Sales Dashboard Sales Team Productivity
7 Likes
14 Antworten
STreggiari
Mitwirkender/Mitwirkende
September 19, 2023
I have this same issue and the accepted solution does nopt address the original question. I don't understand why it was accepted. Last Activity inclu...Beitrag ansehen
LaurieLynn on Juli 17, 2020
Ability to filter using "last activity" or "last contacted" by specific person
Hi everyone, I'm an Account Manager within a Customer Success team currently looking for a way to pull a report of my assigned accounts using a custom filter called "Account Manager" to include a column for "Last Contacted/Last Acticvity Date by me". Beitrag ansehen
Antworten Idee Analytics Tools Contacts & Companies Dashboards & Reports Sales Reporting
25 Likes
4 Antworten
STreggiari
Mitwirkender/Mitwirkende
September 04, 2023
This is needed by eery acount manager. We've been trying to get by with reports that show "Customers with no contact in the last 60 days" but that's ...Beitrag ansehen
Ozzie on November 01, 2017
Newbie - Deleting a post
How do I delete a my posted question in this forum.
Antworten Diskussion Uncategorized
0 Likes
2 Antworten
STreggiari
Mitwirkender/Mitwirkende
April 12, 2023
While this was obviously true in 2017, it's no longer the case. There is no elipse next to reply any longer and the elipse at the top, right of a pos...Beitrag ansehen
STreggiari on März 29, 2023
How do I delete a post in this forum?
I created a post and there was no way to delet it once it was no longer valid. How do I deelte it?
Antworten Diskussion Developer Role
0 Likes
1 Antwort
STreggiari on Februar 08, 2023
Create a task from a logged email
Frankly I'm shocked this isn't already a capability. There are already links for Pin, Copy Link, Reply All, REply, Forward, and Delete. We need a button or a link to create a task related to the email that either links back to the email or copies th Beitrag ansehen
Antworten Idee Tasks
3 Likes
2 Antworten
Gelöst
TNeale on August 20, 2021
Incoming emails not recording in activity
Hi 🙂 I'm looking to track incoming emails. My IMAP account is attached and working fine. I can send and recieve emails from hubspot. What I want though is when a client with an existing contact record sends me an new email (not a rep Beitrag ansehen
Antworten Diskussion Free
1 Likes
9 Antworten
STreggiari
Mitwirkender/Mitwirkende
November 17, 2022
Yes. But, according to the article, the sent email doesn't have to originate in the CRM. It can originate in a connected personal email (ie. the Hub...Beitrag ansehen
Neueste Beiträge anzeigen
Speichere bestimmte Beiträge, um schnell auf die hilfreichsten Diskussionen zugreifen zu können.
Erste Schritte
Aller Anfang ist schwer! Leg am besten damit los, uns ein wenig mehr über deine Interessen zu erzählen.
Profil ausfüllen

Following

Der Austausch mit anderen Mitgliedern ist eine der besten Möglichkeiten, um die HubSpot Community optimal zu nutzen. Hier sind ein paar Communitymitglieder, die dir den Einstieg erleichtern können.
Community-Abzeichen

Meine Gruppen

Finde Gleichgesinnte mit gemeinsamen Interessen, indem du den passenden Gruppen beitrittst. Hier sind einige unserer aktuellen Favoriten – oder verschaffe dir [hier] einen Überblick über alle Gruppen.
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.