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TWatkins9
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Membre depuis ‎mai 10, 2023
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  • Solutions
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  • Réponses
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  • Mentions J'aime ajoutées
    22
  • Mentions J'aime obtenues
    16
  • Idées
    4

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Taylor Watkins

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Activité

YiRui_Chua le Août 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 Lire la suite
Répondre Idée Campaign
5 Mentions J'aime
2 Réponses
TWatkins9
Participant
Septembre 14, 2023
Seconding, running into this issue currently and I have no idea why this isn't native logic.
TWatkins9 le Septembre 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 Lire la suite
Répondre Idée Lists
0 Mention J'aime
1 Réponse
jcj87 le Février 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.
Répondre Idée Contacts CRM Permissions
233 Mentions J'aime
110 Réponses
TWatkins9
Participant
Août 24, 2023
Commenting to boost. We need to limit who can merge records for our hubspot instance as well!
KeeganSmith87 le Avril 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 Lire la suite
Répondre Idée Marketing Reporting Sales Reporting
248 Mentions J'aime
70 Réponses
TWatkins9
Participant
Août 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...Lire la suite
TWatkins9 le Août 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 Lire la suite
Répondre Idée Dashboards & Reports Marketing Reporting
3 Mentions J'aime
1 Réponse
Bridget2 le Août 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 Lire la suite
Répondre Discussion Reports
24 Mentions J'aime
6 Réponses
TWatkins9
Participant
Juillet 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...Lire la suite
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