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AliceLankester
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Member since ‎Jan 18, 2017
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_Kevin on April 07, 2017
Let Hubspot set SalesForce Campaign Member Status
When a contact is enrolled from Hubspot into a SalesForce campaign, Hubspot sets the default campaign member status to “responded”, and there is currently no way to change this. We would like to be able to set the campaign member status we want alon read more
Reply Idea Integrations
9 upvotes
3 Replies
AliceLankester
Member
May 04, 2017
Kevin, I've done this successfully with workflows. If your SF campaign has states such as Registered, Attended, No Show, etc., those options will aut...read more
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AliceLankester on May 03, 2017
Reporting dashboard - need to clone a dashboard
I am building a dashboard that shows activity by an identified Account. I want to see how all contacts at that account have behaved, which emails they've opened/clicked, and generally how far into the account I am touching them. But once I've set up read more
Reply Discussion
17 upvotes
4 Replies
AliceLankester on January 18, 2017
Dashboard reports -- need to be able to export them all
I see great reports on the Dashboard, but need to be able to share and communicate them with my team. A simple export to XLS/CSV and PDF would be most useful. The data is there. Just hand it over! 🙂
Reply Idea Sales Reporting
50 upvotes
11 Replies
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