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ATse
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Member since ‎Jun 3, 2021
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ATse
Member
April 16, 2024
Reply to Filter using relative date values ("TODAY" etc.)
Hey all - you can try out this app integration "Tick Tock Today" that simply puts today's date on an object of your choosing: https://app.hubspot.co...read more
ATse
Member
June 19, 2023
Reply to Count calls made per contact
We need this!
ATse on June 19, 2023
Re: [Guide] How to add count of calls in Contacts & Deals
We need count of calls on our deal records. It's unfortunate that this will not work on a company level because a lot of times we call on the company phone number. It's unfortunate that you need some kind of call extension application for this to read more
Reply Idea
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ATse
Member
May 25, 2023
Reply to Automatically track call, email, and meeting count and allow average aggregation on activity reports
Activity based workflows would help solve this too: https://community.hubspot.com/t5/HubSpot-Ideas/Activity-Based-Workflows/idc-p/799125#M144648
ATse
Member
May 25, 2023
Reply to Activity Based Workflows
YES! Activity-based workflows would be great. This would work well for lots of use cases and solve this issue I have for reporting: https://commun...read more
ATse on May 23, 2023
Automatically track call, email, and meeting count and allow average aggregation on activity reports
This is a 2 part idea but can lead to the same solution to the problem. Currently, we cannot show averages of activity count by deal in a custom report. If we put together a report with data sources from deals and activities, we could see the tota read more
Reply Idea Deals
2 upvotes
1 Reply
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