ArtyCele

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solutions
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Solved

Serena2 on April 02, 2024

ETL, Data integration

Hello, I'm currently facing the task of manually cleaning and aligning data with HubSpot's columns before importing it. I'm considering using an ETL (Extract, Transform, Load) tool for this integration, but I haven't come across any free options fo read more

Reply Discussion Data Sync

0 upvote

4 Replies

ArtyCele

Top Contributor

April 02, 2024

Hi @Serena2 , Where would you sync the clean data from and how much data would it be if I may ask? IF it is not too big you could also import it...read more

Solved

carolinescott88 on April 02, 2024

Prospecting activities report no longer working?

Hi! i really enjoy the canned reports under sales analytics >> coach reps and teams >> prospecting activities. In particular, it is really useful for me to be able to see the percentage of calls connected and meetings completed. In read more

Reply Discussion Professional

0 upvote

4 Replies

ArtyCele

Top Contributor

April 02, 2024

Hi @carolinescott88 , The native fields can be archived, but only if you remove all places where they are used in. Just to confirm do you h...read more

Solved

CBowler on March 25, 2024

Closed Won Deals Vs. Quota Report

Hello, I would like to add a report to my sales team dashboard that shows a month-to-date percentage based on the closed won deal amount vs. their monthly quota. It needs to be a month-to-date percentage based on the number of working days per read more

Reply Discussion CRM

0 upvote

4 Replies

ArtyCele

Top Contributor

March 26, 2024

Hi @BérangèreL , thank you for the mention. I've never used the quota or goals features at my current role, so am not 100% sure on how I'd appro...read more

Solved

FatFriday on February 27, 2024

Task Pane not available in 365 Web Outlook

Hi The app is installed OK for us all but the icon doesn't show up in Outlook on the Web for us to open. Thanks Daren

Reply Discussion How-To

1 upvote

12 Replies

ArtyCele

Top Contributor

February 27, 2024

There could be a few reasons on why the emails arent tracked. Could be that the add-in wasn't open when the email was sent. The add-in must be...read more

Solved

FatFriday on February 27, 2024

Task Pane not available in 365 Web Outlook

Hi The app is installed OK for us all but the icon doesn't show up in Outlook on the Web for us to open. Thanks Daren

Reply Discussion How-To

1 upvote

12 Replies

ArtyCele

Top Contributor

February 27, 2024

There could be a few reasons on why the emails arent tracked. Could be that the add-in wasn't open when the email was sent. The add-in must be...read more

Solved

FatFriday on February 27, 2024

Task Pane not available in 365 Web Outlook

Hi The app is installed OK for us all but the icon doesn't show up in Outlook on the Web for us to open. Thanks Daren

Reply Discussion How-To

1 upvote

12 Replies

ArtyCele

Top Contributor

February 27, 2024

There could be a few reasons on why the emails arent tracked. Could be that the add-in wasn't open when the email was sent. The add-in must be...read more

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