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AGardner
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Mitglied seit ‎Apr 28, 2021
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Ashlyn Gardner

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Momentum on September 09, 2020
Associating Meetings with Campaigns
It would be great to find a way to track how many meetings were created by each campaign. Right now it shows revenue, closed won deal, etc. But it is also important to show how many meetings were booked as a result of that campaign.
Antworten Idee Campaign
32 Likes
9 Antworten
AGardner
Teilnehmer/-in
Juni 14, 2023
This is an essential campaign KPI for us!!
jknye07 on März 10, 2020
Workflow Dashboard Reporting
I use HubSpots workflows a ton and viewing their success/failures more easily, like in a dashboard, would be great. I have MQL and SQL workflows that run regularly and also create them for large events we exhibit at and it would be great to more rea Beitrag ansehen
Antworten Idee Workflows
381 Likes
75 Antworten
AGardner
Teilnehmer/-in
März 07, 2023
Looking forward to this becoming possible. Certain workflow goals in our lead gen process would be lovely to be able to build reports on.
meganocolford on Oktober 18, 2019
View/Create Reports based on historical property values
We change Contact Owners as Contacts move through our Sales funnel. This means that at the point where the contact changes owner, there is no way for me to see reports based on how many of each owner's contacts are making this shift. It would be gr Beitrag ansehen
Antworten Idee Contacts & Companies
183 Likes
36 Antworten
AGardner
Teilnehmer/-in
Januar 18, 2023
Upvoting this - We really need to be able to filter reports based on historical property changes and WHO of our users changed them. This is vital for...Beitrag ansehen
Gelöst
AGardner on August 23, 2022
Where is all of our good organic traffic coming from?
Over the past year we built and launched an excellent lead nurture campaign for prospects that come in through our lead capture form on our website. Over this summer, which is normally our slow season, we've been getting a steady stream of highly qu Beitrag ansehen
Antworten Diskussion Enterprise Marketing SEO
3 Likes
3 Antworten
NDelNegro on Januar 25, 2021
Add Contact Lists to Dashboard
Would love to be able to create a contact / company list and have it saved to my dashboard, so my dashboard would be my single source of truth. I understand I can create a report and then click into it and export the list, but having just the list Beitrag ansehen
Antworten Idee Dashboards & Reports
43 Likes
20 Antworten
AGardner
Teilnehmer/-in
Juli 14, 2022
Yes! Our teams have a big need for lists within their easily accessible dashboards, we have a lot of data displays that need to be in a list so they ...Beitrag ansehen
NicoleSengers on Februar 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f Beitrag ansehen
Antworten Idee Contacts & Companies Workflows
967 Likes
253 Antworten
AGardner
Teilnehmer/-in
Juli 10, 2022
This would be so incredibly helpful for our company as well!!! Whichever associated object meets a certain if/then criteria gets assigned a certa...Beitrag ansehen
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