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dhika
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Membre depuis ‎févr. 16, 2018
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dhika le Avril 22, 2024
Better "parent" company reporting based on the information from its children company
There have been many forum posts about how limited the parent-children association feature is in HubSpot. To name a few: Activities rolled up from child to parent Listing of children companies info on a parent Consolidated reporting of a pa Lire la suite
Répondre Idée Analytics Tools Contacts & Companies Dashboards & Reports Deals
0 Mention J'aime
1 Réponse
KPruett le Février 09, 2023
convert contact/company views/lists into company/contact views/lists
Currently, views/lists can be created for a set object type and customization/clone options only exist for the object that the view/list was created for. It would be very efficient if we could convert a view/list of one object to another. For exampl Lire la suite
Répondre Idée Contacts & Companies Lists
2 Mentions J'aime
1 Réponse
dhika
Membre
Mars 13, 2024
Agreed! We have several lists that use similar filters and it's a hassle if I have to clone them all one by one and change the filters there
DarrenScottUK le Octobre 12, 2019
Bulk Assign contacts to a company
It would be helpful if you could bulk assign contacts to a company record rather than manually assigning each one. i.e. if you have 1000 contacts with @hotmail these wont be assigned to the correct company. We currently havee to manually go through Lire la suite
Répondre Idée Contacts & Companies
52 Mentions J'aime
23 Réponses
dhika
Membre
Août 17, 2023
Agree with this post. Due to how our companies are structured (multiple entities within one company) auto association using email domain isn't an opt...Lire la suite
dhika le Mars 22, 2022
Active lists to capture contacts who interact with campaign assets
Would be great if within the list tool, especially active lists, that we have a filter to capture any contact who has ever interacted with our certain campaign assets. The goal here is to be able to slice and dice the information captured via th Lire la suite
Répondre Idée Analytics Tools Campaign Lists
25 Mentions J'aime
3 Réponses
karstenkoehler le Mars 14, 2022
Exclude internal contacts from marketing email analytics and form submissions reports
Hi there! At the moment, there isn't any option to exclude employee activity from counting towards forms analytics, marketing email analytics or campaign analytics. For the general web analytics this can be done by excluding IP address Lire la suite
Répondre Idée Analytics Tools Forms Marketing Emails Marketing Reporting
260 Mentions J'aime
46 Réponses
dhika
Membre
Mars 22, 2022
This is indeed long overdue. I remember having a conversation with the Support team 2 years ago for this feature. Technically, you can create dummies...Lire la suite
RyanBarbour le Avril 27, 2017
Add ability to sort summary view in reports
When using a summary report, would be great to have some sorting options so you could sort by biggest/smallest value or sort by alphabetical order.
Répondre Idée Marketing Reporting Sales Reporting
38 Mentions J'aime
17 Réponses
dhika
Membre
Juin 22, 2021
I agree. Now that all cross object reporting has been migrated to custom reporting, when using a horizontal bar char, I can no longer see the option ...Lire la suite
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