Hi all, I'm trying to create a custom report showing the number of deals within a certain deal stage that came from particular events - which is a custom field within contacts (I'll need to filter by time too i.e show how many a deals came from wh read more
Hi @CJohns4 , there are no extra steps to associate contacts and deals. You should be able to create a report with both objects. then: Add in ...read more
Hi there ! Currently we are trying to create a report for the number of form submissions related to our campaigns, although struggling to understand how to do this (or if it is even possible) through Reports and not by comparing multiple campaig read more
Here at HubSpot, we define Revenue Operations, or RevOps, as the people, processes, systems, and data that control how your business generates revenue.
That means that if you work at an organization that generates revenue, read more
Hi, Arty here! I'm currently based in London working for an AI company. I feel like Revenue Operations is similar to product integrations where y...read more
Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Data Management & Reporting Study Group!
One of the best ways to learnData Management & Reporting is by implementi read more
As a member of the Sales Department, it would be great to see which number I just called in the call outcome. We use to search for the companies telephone numbers on the internet and it is very common to find several contacts, however, the majority read more
@hroberts @hubspot Hello! Could someone please explain to me how to display the phone numbers mentioned? I have hovered, clicked everything but...read more
Hi there community, I was wondering if it is possible to create custom task fields. The current usecase is that we want our Account execs to flag when a contact should or shouldn't be contacted by the BDRs. The issue is that BDRs work of read more
@karstenkoehler Thank you!! Always good to get the opinion of someone who is an expert on these tools. Say the AE creates a Deal and wants to p...read more
Hi there ! Currently we are trying to create a report for the number of form submissions related to our campaigns, although struggling to understand how to do this (or if it is even possible) through Reports and not by comparing multiple campaig read more
Hi there community, I was wondering if it is possible to create custom task fields. The current usecase is that we want our Account execs to flag when a contact should or shouldn't be contacted by the BDRs. The issue is that BDRs work of read more
@karstenkoehler Thank you!! Always good to get the opinion of someone who is an expert on these tools. Say the AE creates a Deal and wants to p...read more
Hello there! Hope you are all well! I have a question that has been bugging me for a while, imagine this scenario: one of our Account Executive owns a company on hubspot, a person from the company owned by the Account Exec submits a form on th read more
Hi Ivan, Thanks for your message. I don't think that would solve our solution, because if the logic works off of Hubspot we'd still have the ...read more
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