Member since ‎Apr 21, 2017
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Colin_Parker on November 23, 2016
I would like to build "Re-engagement" lists for my sales team, by targeting "Closed Lost" deals, with other specific attributes / criteria, and to have that report also show Contact Email Address. Right now the workaround involves building a V read more
6 Replies
HubSpot Employee
October 03, 2018 09:44
@JakeJones you can access the new report builder by clicking "add report" from any of your HubSpot dashboards > "Add custom report". At the more
fsta on February 16, 2017
We require the ability view/export one report or list that combines properties from both contacts and deals. I'm confused as to how this basic functionality is not currently available. Currently, we have to export our contacts and deals separ read more
HubSpot Employee
September 28, 2018 14:45
At INBOUND 2018, we launched a new Report Builder that includes the ability to build a report across your 2 of your HubSpot datasets (otherwise more
magnus on February 07, 2017
In most sales organizations I have worked for, they have required that a set of information is required before being able to save the customer in their CRM. As of now, HubSpot does not support this (according to themselves). My suggestion is that th read more
34 Replies
February 09, 2021 12:57
When creating deals, I LOVE that I can require my reps to fill out specific fields. However... most of the data we collect lives on the COMPANY more
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