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TomasVR
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Member since ‎Jan 23, 2023
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Tomas Villamil

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HRich on May 31, 2023
Count of one to one emails sent, excluding sequences
Hello everyone, I am looking to create a report to measure the sales team's email output which does not include sequence emails. I spent a lot of time on customer builder, using Activities as my primary source, and Contacts as a seconda read more
Reply Discussion Reports
1 upvote
2 Replies
TomasVR
Member
May 31, 2023
To separate emails sent as part of a sequence from individual emails, you can use a combination of activity filtering and contact properties. Here's ...read more
DKey on May 31, 2023
Using Microsoft Calendars with HubSpot
Which calendar(s) to connect to HubSpot. We want to keep track of Company-related schedules and attendance (like Doc appts., etc...) using an Outlook Group calendar, while maintaining our Individual Outlook calendars - and we are not sure whether t read more
Reply Discussion Professional
0 upvote
2 Replies
TomasVR
Member
May 31, 2023
To keep track of Company-related schedules and attendance while maintaining individual Outlook calendars, it's best to connect both the Outlook Grou...read more
ABarr on May 31, 2023
Line Items Reporting - recurring revenue
Hi all, I'm trying to report on recurring revenue with a "billing start date" and "billing frequency" that should be the end of the billing date. I did manage to create a report for this, but the issue is that even though I set the billing f read more
Reply Discussion Deals Reports Sales
0 upvote
2 Replies
TomasVR
Member
May 31, 2023
Hi, To report on recurring revenue with a "billing start date" and "billing frequency" that represents the end of the billing date, you can follow t...read more
HarryPerry on May 31, 2023
Outlook Email Integration Questions
I am new to hubspot and having issues with email integration and logging. I am using outlook and have just upgraded my mail box to an exchange. I have added this email account to my 'personal email' section within hubspot. When I send emails from th read more
Reply Discussion Starter
0 upvote
3 Replies
TomasVR
Member
May 31, 2023
For your first question, make sure you have the HubSpot Sales Outlook add-in installed and properly configured. This add-in allows for email logging ...read more
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