slvale2

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SHinojosa3 on February 03, 2023

Seeing the Deal Stage that a Deal was created in.

My team is trying to get a count of deals by the stage that they were created in. This doesn't seem to be possible with reporting, but the data is in HubSpot. I need to figure out how to extract that information. Ideally, it would be deals creat read more

Reply Discussion Enterprise

0 upvote

2 Replies

slvale2

Participant

February 06, 2023

You can export the deal stage property history into a spreadsheet. The report will show you the property's current value, date change, and the previo...read more

Achagnon1 on August 07, 2020

Having a dynamic 'today' field in the 'Time between' feature

I'm in the process of setting up calculated properties to use the new "time between" feature in reporting, and realized that, in the 'time between' calculations for properties, I'd like to have access to the option 'today,' which would be a dynamic read more

Reply Idea Deals Sales Reporting

443 upvotes

100 Replies

slvale2

Participant

December 27, 2021

Yes, please add this!

slvale2 on September 30, 2021

Adding sales templates to campaigns

I wish you could add sales email templates to marketing campaigns for tightly integrated sales and marketing teams. Right now, you can only add marketing emails to a campaign. We prefer the one-to-one communication of sales templates, and we try to read more

Reply Idea Campaign

1 upvote

0 Reply

slvale2 on September 30, 2021

HubSpot score for companies

I wish there was a way to score companies in HubSpot for B2B. Now manual and predictive lead scroing are only possible for contacts. There is a workaround where you could create a custom number property and a bunch of workflows that increase or decr read more

Reply Idea Marketing Reporting

2 upvotes

0 Reply

slvale2 on May 21, 2021

Google sheets integration

Currently, the integration only pulls in data from internal values not labels. For HubSpot default properties, like Deal Stage, internal names cannot be changes. This causes a string of numbers to show in the sheet instead of the property label name read more

Reply Idea Integrations

51 upvotes

10 Replies

JorieMunroe on March 30, 2021

What's your advice to other HubSpot Marketers?

At some point, we were all new to the HubSpot marketing platform. We all have our own unique journey to getting to where we are today. For example, before you got started with the workflows tool, how many hours did you waste on data entry? read more

Reply Discussion

4 upvotes

7 Replies

slvale2

Participant

March 30, 2021

Use HubSpot Academy to your advantage. Stay up to date on new product features. You could have built a custom workaround for something 6 months to a ...read more

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