CWatson12

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Carly Watson

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CWatson12 on May 29, 2024

Speed to Lead Reporting

I am trying to build out a formula property that will calculate the time it takes from getting assigned a lead to sales outreach. I've run into two issues here: 1. the activities object consideres notes and tasks an activity and we do not cons read more

Reply Discussion MarketingOps RevOps

0 upvote

3 Replies

Solved

AlexShyshkin on January 10, 2024

Salary Report

Hi there, I need to generate a report detailing bonuses for team leaders. The challenge is that a team leader's bonus is comprised of two components: the Quality Assurance Fee (QAF), reflecting the team leader's assessment of projects completed by read more

Reply Discussion Custom Reports Reporting

2 upvotes

1 Reply

CWatson12

Participant

January 10, 2024

You could likely create a calculation field that adds both of those two properties together, then add that to your report! Should do the trick for yo...read more

CWatson12 on November 03, 2023

Building Conversion Formulas

I'm attempting to build out an MQL to SAL conversion rate, which in theory, is very easy, but I need to add a few caviats for them. I am attempting to pull only SALs from our "default" pipeline that have been created this year and have mql influence read more

Reply Discussion Datasets

3 upvotes

3 Replies

CWatson12

Participant

November 06, 2023

I've tried updating the properties in the formula to make sure they are correct and I get the same error issues. I'm not quite sure what about the sy...read more

CWatson12 on November 03, 2023

Building Conversion Formulas

Reply Discussion Datasets

3 upvotes

3 Replies

CWatson12

Participant

November 06, 2023

I've tried updating the properties in the formula to make sure they are correct and I get the same error issues. I'm not quite sure what about the sy...read more

CSmith7 on August 23, 2021

Allowing non-HubSpot conversion pages to be used as triggers/filters in workflows

I recently found out the form submission URLs cannot be used for workflows as triggers or filters, despite the fact that HubSpot collects this data. Currently, form submission sources in workflows can only be for forms that have been placed on H read more

Reply Idea Workflows

55 upvotes

20 Replies

CWatson12

Participant

July 26, 2023

This has been an issue for users for a long time. Would love to not have 100s of forms I need to sort through just to track things correctly.

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