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SaraP
HubSpot Employee
HubSpot Employee
Member since ‎Aug 18, 2022
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SaraP on November 22, 2023
Setting Today's Date with Workflows
In workflows or reporting, it can be useful to compare activities based on today’s date or understanding data in the context of today’s date . As this isn’t a default property provided by HubSpot, we can easily set this up by: Creating a read more
Reply Discussion Best Practices Enterprise FREE How-To Professional Quick Tutorial Starter Workaround Workflows
7 upvotes
1 Reply
SaraP on July 10, 2023
Ability to Turn Off Inbound Call Recording Prompt
Some countries such as the U.S. have both One-Party and Two-Party Consent states. In One-Party Consent states such as Texas, only one party is required to consent to call recording. However, the inbound call recording prompt is played for read more
Reply Idea Calling
3 upvotes
1 Reply
CRuggles on June 12, 2023
HubL crm_associations function not returning results
Hi, I have a custom module which is using the crm_associations function to return a list of deals for the current contact. Here is a simplified example (where "26580751" is the contact's hs_record_id) : {% set deals = crm_associations(265807 read more
Reply Discussion Contacts Deals Professional
0 upvote
3 Replies
SaraP
HubSpot Employee
June 14, 2023
Hey @CRuggles , just replying here that we've managed to connect via a Support ticket and will follow up from there! (Also testing replying on th...read more
SaraP on May 30, 2023
(No Value) Should Appear at Bottom of Report when Sorting
When sorting a report and sorting by the number of sales activities, objects with (No Value) are appearing at the top of the list instead of the bottom. This is not intuitive, as it makes more sense for the (No Value) objects to appear at the read more
Reply Idea Sales Reporting
3 upvotes
0 Reply
SaraP on April 18, 2023
Default Lifecycle Stages in Library Report
The default library report, Contact lifecycle stage funnel with contact totals and conversion rates , only displays the following: All created contacts Leads Marketing Qualified Leads Opportunity Customer   As it is a def read more
Reply Idea Dashboards & Reports
0 upvote
0 Reply
SaraP on March 10, 2023
Task Reporting: Completion Efficiency
Submitting this on behalf of a customer! Currently in the Sales Analytics tools, we are able to see the total tasks completed , a key indicator we aren't able to see is the task completion efficiency , i.e. the amount of time it takes a user to c read more
Reply Idea Analytics Tools Tasks
33 upvotes
12 Replies
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