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MLatulippe
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Member since ‎Nov 18, 2022
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Marjorie Latulippe

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MLatulippe on March 10, 2024
Lead scoring report
Hi! I want to create a report that shows all contacts who have received a lead score of X or more since the beginning of the year. We have a workflow that contacts enter when they reach the score of X. I have therefore been looking to create a lis read more
Reply Discussion Lists
0 upvote
3 Replies
MLatulippe
Member
March 11, 2024
Thank you Karsten for your help (on this and another one of my enquiries!) I wish there was a more straightforward solution, but I will give it a sh...read more
Solved
MLatulippe on March 10, 2024
Reporting: exclude a property from reporting when a form is filled
Hi! I've created a report that shows all contacts that have filled a specific form to contact our sales team. The goal is to show all contacts acquired from this form since the beginning of the year. My issue is that we often have current customer read more
Reply Discussion Forms
0 upvote
2 Replies
Solved
MLatulippe on March 10, 2024
Lead scoring report
Hi! I want to create a report that shows all contacts who have received a lead score of X or more since the beginning of the year. We have a workflow that contacts enter when they reach the score of X. I have therefore been looking to create a lis read more
Reply Discussion Lists
0 upvote
3 Replies
MLatulippe
Member
March 11, 2024
Thank you Karsten for your help (on this and another one of my enquiries!) I wish there was a more straightforward solution, but I will give it a sh...read more
Solved
MLatulippe on June 21, 2023
Average time to close reports - closed date
Hi! We are using an HS-premade report for our onboarding KPIs that measure the time to close for each ticket . The report seems to be based on the create date, but I was wondering if there was any way to display the closed date instead? read more
Reply Discussion Reports Tickets
1 upvote
3 Replies
Solved
MLatulippe on June 01, 2023
Re-enroll contacts in a workflow to set a date stamp
Hi! We have a workflow that is triggered when a specific type of call is made. The goal is to set a date stamp in a custom property we created called "Last BRM call". However, we just realized that contacts cannot be re-enrolled in the workflow beca read more
Reply Discussion Workflows
0 upvote
2 Replies
MLatulippe
Member
June 01, 2023
This is great, thank you so much! Can't believe how fast you respond. It's more efficient than any chat I've used.
Solved
MLatulippe on June 01, 2023
Re-enroll contacts in a workflow to set a date stamp
Hi! We have a workflow that is triggered when a specific type of call is made. The goal is to set a date stamp in a custom property we created called "Last BRM call". However, we just realized that contacts cannot be re-enrolled in the workflow beca read more
Reply Discussion Workflows
0 upvote
2 Replies
MLatulippe
Member
June 01, 2023
This is great, thank you so much! Can't believe how fast you respond. It's more efficient than any chat I've used.
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