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Sandra_E
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Miembro desde ‎nov 3, 2017
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Sandra_E en Junio 14, 2021
Build deal reports using "Assigned Companies"
I'm trying to build a report which show unclosed deals of a company and all it's assigned sub-companies. Is there a way to build this? The advanced report builder only seems to be able to use the filter "assigned contacts" and not "assigned companie Leer más
Responder Conversación Reports
1 Me gusta
7 Respuestas
Sandra_E
Participante
Junio 24, 2021
Hey Dan, again, thanks for your extensive help! Yes, this filter works for the reports themselves. However the whole dashboard includes about 10 re...Leer más
Resuelta
Sandra_E en Junio 14, 2021
Build deal reports using "Assigned Companies"
I'm trying to build a report which show unclosed deals of a company and all it's assigned sub-companies. Is there a way to build this? The advanced report builder only seems to be able to use the filter "assigned contacts" and not "assigned companie Leer más
Responder Conversación Reports
1 Me gusta
7 Respuestas
Sandra_E
Participante
Junio 24, 2021
Hey Dan, again, thanks for your extensive help! Yes, this filter works for the reports themselves. However the whole dashboard includes about 10 re...Leer más
Resuelta
Sandra_E en Junio 14, 2021
Build deal reports using "Assigned Companies"
I'm trying to build a report which show unclosed deals of a company and all it's assigned sub-companies. Is there a way to build this? The advanced report builder only seems to be able to use the filter "assigned contacts" and not "assigned companie Leer más
Responder Conversación Reports
1 Me gusta
7 Respuestas
Sandra_E
Participante
Junio 24, 2021
Hey Dan, again, thanks for your extensive help! Yes, this filter works for the reports themselves. However the whole dashboard includes about 10 re...Leer más
Resuelta
Sandra_E en Junio 14, 2021
Build deal reports using "Assigned Companies"
I'm trying to build a report which show unclosed deals of a company and all it's assigned sub-companies. Is there a way to build this? The advanced report builder only seems to be able to use the filter "assigned contacts" and not "assigned companie Leer más
Responder Conversación Reports
1 Me gusta
7 Respuestas
Sandra_E
Participante
Junio 24, 2021
Hey Dan, again, thanks for your extensive help! Yes, this filter works for the reports themselves. However the whole dashboard includes about 10 re...Leer más
Sandra_E en Marzo 01, 2021
Change privacy policy when using Hubspot forms?
Hey community! We want to start using Hubspot Forms on our website. Implementing these on our site and using them to collect leads would also mean that leads are tracked wehn the i.e. visit a site again; so Hubspot uses cookies. I was wondering if Leer más
Responder Conversación GDPR Marketing Website Pages
0 Me gusta
3 Respuestas
Sandra_E
Participante
May 19, 2021
Hi webdev, the Hubsport article actually helped a bit. Your videos refer to the forms. I was lloking for a solution for the general website cookie p...Leer más
Sandra_E en Marzo 01, 2021
Change privacy policy when using Hubspot forms?
Hey community! We want to start using Hubspot Forms on our website. Implementing these on our site and using them to collect leads would also mean that leads are tracked wehn the i.e. visit a site again; so Hubspot uses cookies. I was wondering if Leer más
Responder Conversación GDPR Marketing Website Pages
0 Me gusta
3 Respuestas
Sandra_E
Participante
May 19, 2021
Hi webdev, the Hubsport article actually helped a bit. Your videos refer to the forms. I was lloking for a solution for the general website cookie p...Leer más
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