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Lmiller12
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Mitglied seit ‎Okt 25, 2022
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Lindsey Miller

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Lmiller12 on Oktober 25, 2023
Currently, reps would need to go through their tasks and individually mark on the contact record if that contact should be a cold, warm, or hot lead to show up in their "leads" area in the prospecting workspace. Our team has used the previous ta Beitrag ansehen
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Lmiller12 on Juli 27, 2023
Hello, With the call recording space and new prospecting area for sales reps - we have found this all really beneficial to our sales team. However, I was curious if we could have a report that compares the following: - Sales reps call talk t Beitrag ansehen
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Lmiller12 on Juni 12, 2023
Hello, Our sales team has been tracking our KPIs by creating manual reports. We track calls, emails, deals created, and meetings booked. However, the reporting is limited as it doesn't let us compare by time since it's not a one dimension report Beitrag ansehen
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1 Antwort
Lmiller12 on April 27, 2023
Hi, I've been asking to create a report of contacts that have a HubSpot score over 100+, that haven't been contacted since January - I was going to use "last activity date" and "last contacted" filters to say unknown or within a time frame, but Beitrag ansehen
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3 Antworten
Mitwirkender/Mitwirkende
April 27, 2023
Ideally, a report on the company. I did play around in the custom report builder and selected, companies, contacts, and activities to pull properties...Beitrag ansehen
Lmiller12 on April 27, 2023
Hi, I've been asking to create a report of contacts that have a HubSpot score over 100+, that haven't been contacted since January - I was going to use "last activity date" and "last contacted" filters to say unknown or within a time frame, but Beitrag ansehen
0 Likes
3 Antworten
Mitwirkender/Mitwirkende
April 27, 2023
Ideally, a report on the company. I did play around in the custom report builder and selected, companies, contacts, and activities to pull properties...Beitrag ansehen
BrianSkov_WUD on Juli 30, 2021
We are seriously missing a very basic report in the HubSpot dashboard. We need to see the success rate of a pipeline. % conversion to WON You have all the numbers at hand for one or multiple pipelines. W = All deals in WON stages L = All Beitrag ansehen
125 Likes
17 Antworten
Mitwirkender/Mitwirkende
März 10, 2023
I have also spoken about this report to our HubSpot rep for our company and when they told me that HubSpot couldn't calculate the conversion rate be...Beitrag ansehen
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