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TWatkins9
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Member since ‎May 10, 2023
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Taylor Watkins

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Activity

YiRui_Chua on August 06, 2023
Update campaign influenced contacts data retroactively
Hi team, As of now, influenced contacts when added into the campaign, remains within it despite the assets being removed. For instance, if a customer were to accidentally associate static lists to the campaign and remove them immediately after, t read more
Reply Idea Campaign
2 upvotes
1 Reply
TWatkins9
Participant
September 14, 2023
Seconding, running into this issue currently and I have no idea why this isn't native logic.
TWatkins9 on September 01, 2023
Add List Logic for "Has Only Ever Been"
We use lists a lot to segment contacts and companies. Currently I'm segmenting by whether a contact/company was sales vs. marketing-sourced. This has been difficult in Hubspot as the "original source" field can have multiple sources if the contact read more
Reply Idea Lists
0 upvote
1 Reply
jcj87 on February 04, 2020
Merge contacts permissions
AS admin in companies with more than 50 users, we should be able to manage permissions to merge contacts since it implies "manipulating" the database by anyone who can edit contacts even if he is not aware of the impact merges could have.
Reply Idea Contacts CRM Permissions
183 upvotes
95 Replies
TWatkins9
Participant
August 24, 2023
Commenting to boost. We need to limit who can merge records for our hubspot instance as well!
KeeganSmith87 on April 23, 2020
Reporting feature should offer percentages
We're struggling with the inability for reporting to display percentages versus JUST numbers. For instance, in this example: If you have the TOTAL number of the stacked bar and the sub numbers broken out already, to also have the abi read more
Reply Idea Marketing Reporting Sales Reporting
232 upvotes
67 Replies
TWatkins9
Participant
August 18, 2023
We really need this as well. It's so easy to edit pivot tables to show percentages in excel or sheets. This funtionality should be implemented, Hubsp...read more
TWatkins9 on August 17, 2023
Track All Campaign ROI
We would love to be able to track our marketing campaign ROIs in reporting in Hubspot. Currently, it looks like you can compare up to 5 campaigns, or view individual campaign closed/won deal values, but we'd really like to be able to add reports to read more
Reply Idea Dashboards & Reports Marketing Reporting
3 upvotes
1 Reply
Bridget2 on August 10, 2022
Custom Goals Report
Is there a way to use team and individual goals as an object/data source to create a custom goal report? I need to be able to see "% closed versus goal" on a dashboard instead of just locked on the Forecast/Goals page (see below). This is a fundamen read more
Reply Discussion Reports
24 upvotes
6 Replies
TWatkins9
Participant
July 11, 2023
I'd like to look into this as well. At least can we add goals to custom reports? Currently we need to track weighted ARR and Hubspot's default "amoun...read more
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