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davecriswell
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Member since ‎Dec 4, 2017
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FernandoElias on November 18, 2020
Making calculations within reports or dashboards
It'll be great to have this functionallity so we can have more powerful insights within HubSpot.
Reply Idea Dashboards & Reports
427 upvotes
93 Replies
davecriswell
Contributor
January 22, 2023
@reycepeda I think the original desire for this idea is to be able to create a calculation within a report (vs a calculated field in a dataset). Fo...read more
davecriswell on October 23, 2022
Funnel report for Datasets
Funnel reports are currently not available for Datasets. The report type is a super helpful standard report and should be included as an option in the Datasets tool.
Reply Idea Dashboards & Reports
1 upvote
0 Reply
davecriswell on September 11, 2022
Identify original contact with custom coded action?
I be grateful for any feedback on whether something like this is possible. I have a limited understanding of javascript but think this may be doable. The end goal is to identify the original contact at a company. There is a First contact creat read more
Reply Discussion Programmable Automation
0 upvote
1 Reply
davecriswell on April 20, 2022
Use Operations Hub for deduplication?
We're looking into implementation of Operations Hub and have plenty of use cases to move forward. However, one item we thought might be possible is using data quality automation for deduplication of contact or company records. The current manag read more
Reply Discussion Data Quality Automation
0 upvote
1 Reply
davecriswell
Contributor
April 20, 2022
Well, I should have done more digging before posting this 😐 I answered my own question after finding the use case on this page.
davecriswell on April 20, 2022
Use Operations Hub for deduplication?
We're looking into implementation of Operations Hub and have plenty of use cases to move forward. However, one item we thought might be possible is using data quality automation for deduplication of contact or company records. The current manag read more
Reply Discussion Data Quality Automation
0 upvote
1 Reply
davecriswell
Contributor
April 20, 2022
Well, I should have done more digging before posting this 😐 I answered my own question after finding the use case on this page.
davecriswell on March 11, 2022
How to rotate unassigned conversations
Hi All, We have a chatbot set up to transfer to a live chat when certain parameters are met. If there is no agent available a conversation is created with no owner. I'd like to rotate these unassigned conversations to agents on a particular read more
Reply Discussion Conversations Workflows
0 upvote
3 Replies
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