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NPennington
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Membro desde ‎jan 26, 2022
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Nathan Pennington

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annegaslin on Agosto 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 Leia mais
Responder Idéia Workflows
88 avaliações positivas
32 Respostas
NPennington
Participante
Agosto 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...Leia mais
Msyvrais on Maio 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
Responder Idéia Lists Workflows
8 avaliações positivas
1 Respostas
NPennington
Participante
Agosto 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...Leia mais
NGosz on Junho 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 Leia mais
Responder Idéia CRM Objects (Contacts & Companies & Deals & Tickets)
71 avaliações positivas
20 Respostas
NPennington
Participante
Julho 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...Leia mais
Solucionado
Alan_Mai on Junho 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 Leia mais
Responder Discussão Contacts
15 avaliações positivas
16 Respostas
NPennington
Participante
Março 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...Leia mais
Jacob02 on Abril 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 Leia mais
Responder Idéia Analytics Tools Dashboards & Reports Forms Marketing Reporting
206 avaliações positivas
49 Respostas
NPennington
Participante
Janeiro 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...Leia mais
NPennington on Janeiro 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 Leia mais
Responder Idéia Dashboards & Reports
0 avaliações positivas
0 Respostas
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