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SColeman9
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Member since ‎Dec 26, 2022
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EileenRomito on February 02, 2023
How to create report showing all contacts who attended a specific webinar?
Hi, we currently have Hubspot integrated with Zoom, so that on the activity timeline for each contact, we can see if they ever registered for a webinar, and the name of that webinar. I am looking for a way to generate a list of all contacts who re read more
Reply Discussion Integrations Reports
0 upvote
4 Replies
SColeman9
Participant
December 04, 2023
Following my previous reply: In addition to contacts that have registered (left column) there is a property called Contacts (Attendees of an Event). ...read more
Solved
EileenRomito on February 02, 2023
How to create report showing all contacts who attended a specific webinar?
Hi, we currently have Hubspot integrated with Zoom, so that on the activity timeline for each contact, we can see if they ever registered for a webinar, and the name of that webinar. I am looking for a way to generate a list of all contacts who re read more
Reply Discussion Integrations Reports
0 upvote
4 Replies
SColeman9
Participant
December 04, 2023
Following my previous reply: In addition to contacts that have registered (left column) there is a property called Contacts (Attendees of an Event). ...read more
SColeman9 on April 14, 2023
Create a signature (in an email template) that is dynamically generated based on company assigned
Our company has Customer Success Managers assigned by Company. I would like to send emails to clients via an email template where the signature (using a token) is dynamically determined by the Customer Success Manager associated with that company. read more
Reply Discussion Enterprise
0 upvote
1 Reply
Solved
SColeman9 on December 26, 2022
Reporting on Goals or Quotas using the Custom Report Builder (vs. Sales Analytics)
I would like to create quota performance reports using the Custom Report Builder and not the canned Sales Analytics reports (more flexibility). How can I do this, i.e. how can I access the Goals property or create a custom Quota property that I can read more
Reply Discussion
6 upvotes
4 Replies
SColeman9
Participant
December 28, 2022
Hi Elyse - Yes thanks, standard reports helpful. Still frustrated there isn't a better more flexible solution. Also for many of the standard report...read more
Solved
SColeman9 on December 26, 2022
Reporting on Goals or Quotas using the Custom Report Builder (vs. Sales Analytics)
I would like to create quota performance reports using the Custom Report Builder and not the canned Sales Analytics reports (more flexibility). How can I do this, i.e. how can I access the Goals property or create a custom Quota property that I can read more
Reply Discussion
6 upvotes
4 Replies
SColeman9
Participant
December 28, 2022
Hi Elyse - Yes thanks, standard reports helpful. Still frustrated there isn't a better more flexible solution. Also for many of the standard report...read more
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