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TWatkins9
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Member since ‎May 10, 2023
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Taylor Watkins

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TWatkins9
Participant
September 14, 2023
Reply to Update campaign influenced contacts data retroactively
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
1 upvote
1 Reply
TWatkins9
Participant
August 24, 2023
Reply to Merge contacts permissions
Commenting to boost. We need to limit who can merge records for our hubspot instance as well!
TWatkins9
Participant
August 18, 2023
Reply to Reporting feature should offer percentages
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
2 Replies
TWatkins9
Participant
July 11, 2023
Reply to Custom Goals Report
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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