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meagmccann
HubSpot Employee
HubSpot Employee
Membro desde ‎out 25, 2016
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Colin_Parker on Novembro 23, 2016
Add Attribute to "Deal" Reporting - Primary Contact Email - Cross-Object Reporting
I would like to build "Re-engagement" lists for my sales team, by targeting "Closed Lost" deals, with other specific attributes / criteria, and to have that report also show Contact Email Address. Right now the workaround involves building a V Leia mais
Responder Idéia Deals
8 avaliações positivas
6 Respostas
meagmccann
HubSpot Employee
Outubro 03, 2018
@JakeJones you can access the new report builder by clicking "add report" from any of your HubSpot dashboards > "Add custom report". At the bott...Leia mais
mike175 on Março 14, 2017
Cross Object Reporting
I was told that cross-object reporting is not availble in HubSpot CRM in response to the question I will detail below. I simply want to create a table report that contains the fields Associated Company, Associated Contacts, Deal Name, Create D Leia mais
Responder Idéia Sales Reporting
75 avaliações positivas
39 Respostas
meagmccann
HubSpot Employee
Setembro 28, 2018
At INBOUND 2018, we launched a new Report Builder that includes the ability to build a report across your 2 of your HubSpot datasets (otherwise...Leia mais
Colin_Parker on Novembro 23, 2016
Add Attribute to "Deal" Reporting - Primary Contact Email - Cross-Object Reporting
I would like to build "Re-engagement" lists for my sales team, by targeting "Closed Lost" deals, with other specific attributes / criteria, and to have that report also show Contact Email Address. Right now the workaround involves building a V Leia mais
Responder Idéia Deals
8 avaliações positivas
6 Respostas
meagmccann
HubSpot Employee
Outubro 03, 2018
@JakeJones you can access the new report builder by clicking "add report" from any of your HubSpot dashboards > "Add custom report". At the bott...Leia mais
Colin_Parker on Novembro 23, 2016
Add Attribute to "Deal" Reporting - Primary Contact Email - Cross-Object Reporting
I would like to build "Re-engagement" lists for my sales team, by targeting "Closed Lost" deals, with other specific attributes / criteria, and to have that report also show Contact Email Address. Right now the workaround involves building a V Leia mais
Responder Idéia Deals
8 avaliações positivas
6 Respostas
meagmccann
HubSpot Employee
Outubro 03, 2018
@JakeJones you can access the new report builder by clicking "add report" from any of your HubSpot dashboards > "Add custom report". At the bott...Leia mais
mike175 on Março 14, 2017
Cross Object Reporting
I was told that cross-object reporting is not availble in HubSpot CRM in response to the question I will detail below. I simply want to create a table report that contains the fields Associated Company, Associated Contacts, Deal Name, Create D Leia mais
Responder Idéia Sales Reporting
75 avaliações positivas
39 Respostas
meagmccann
HubSpot Employee
Setembro 28, 2018
At INBOUND 2018, we launched a new Report Builder that includes the ability to build a report across your 2 of your HubSpot datasets (otherwise...Leia mais
MattF on Setembro 01, 2017
Filter Deals Based on Company Properties
It would be super helpful to have the Company properties carry over to the Deal when it comes to filtering an reporting. For example, if we're running a campaign and I have a property for leads (in the Company status), once those become Deals, ther Leia mais
Responder Idéia Productivity Tools Sales Content Sales Reporting
57 avaliações positivas
30 Respostas
meagmccann
HubSpot Employee
Setembro 28, 2018
At INBOUND 2018, we launched a new Report Builder that includes the ability to build a report across your 2 of your HubSpot datasets (otherwise...Leia mais
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