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NPennington
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Membre depuis ‎janv. 26, 2022
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Nathan Pennington

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Activité

annegaslin le Août 02, 2018
View contacts who met goal criteria right within a workflow
It would be nice if we could see a list/round-up of contacts who met a workflow goal and are included in the "GOAL CONVERSION RATE" in the workflow performance tab. You can view/edit the goal right from there, but it would be really nice to be a Lire la suite
Répondre Idée Workflows
88 Mentions J'aime
32 Réponses
NPennington
Participant
Août 03, 2022
I use several workflows for lead gen. I can see the number of contacts that hit goals, but I can't do any analysis on them, e.g. 40 contacts hit goal...Lire la suite
Msyvrais le Mai 31, 2022
workflow goal improvements
-Ability to see contacts who met the goal from the workflow -Clarify "met goal" within workflow steps (where did they meet the goal within the workflow) List - Contact has met goal "This Year" or equivalent date options
Répondre Idée Lists Workflows
8 Mentions J'aime
1 Réponse
NPennington
Participant
Août 03, 2022
This post doesn't really explain it but this is absolutely basic, and the data already exists. You can view the statistics on goals in workflows so w...Lire la suite
NGosz le Juin 17, 2020
Associate a form submissions with the associated company record
At this time, form submissions are only associated with the contact record. It would be helpful for sales reps to be able to view all form submissions that have happened for a company within the company record This would be especially helpfu Lire la suite
Répondre Idée CRM Objects (Contacts & Companies & Deals & Tickets)
73 Mentions J'aime
21 Réponses
NPennington
Participant
Juillet 22, 2022
Hubspot will struggle with this because it goes against their logic > A contact submits a form with contact attributes so why should that appear o...Lire la suite
Résolues
Alan_Mai le Juin 29, 2019
How to create contact list from company list?
Hi everybody, I'm trying to create a contact list from a company list I prepared outside from HubSpot and imported it. What I have now is a saved filter for Companies but can't find where to get the contacts associated with those companies in or Lire la suite
Répondre Discussion Contacts
15 Mentions J'aime
16 Réponses
NPennington
Participant
Mars 01, 2022
This needs to happen. I work in financial services and we export company data regularly so that we can append data from our internal service, and the...Lire la suite
Jacob02 le Avril 01, 2021
Forms in Custom Report Builder
Hi there, As a HubSpot user, I would like to analyse forms and their submission in the custom report builder . This was already possible in beta, but was unfortunately removed again upon release. Unfortunately, @JoeMayall 's solution to thi Lire la suite
Répondre Idée Analytics Tools Dashboards & Reports Forms Marketing Reporting
208 Mentions J'aime
49 Réponses
NPennington
Participant
Janvier 26, 2022
It's pretty surprising that this feature doesn't already exist. Alongside this, a mechanism for non-digital channels as well. My understanding is Hu...Lire la suite
NPennington le Janvier 26, 2022
Add Logic to Report Axis / Overwrite Hubspot Properties
I think it would be great to add logic to report axis. For example... If recent conversion date known, use, else, use create date. Contacts that are manually created, e.g. tradeshows, will have a blank recent conversion date unless they compl Lire la suite
Répondre Idée Dashboards & Reports
0 Mention J'aime
0 Réponse
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