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sberry11
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Member since ‎Sep 7, 2017
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sberry11 on April 09, 2024
MQL Data Reporting
I like HS, but I find it VERY difficult to report on the journey through lifecycle stages, such as the conversion rate, the time, the cost investment, the number of activities it takes on average to switch to the next stage, etc. Not every contact g read more
Reply Discussion Professional
0 upvote
5 Replies
sberry11
Top Contributor
April 10, 2024
This is a good start. Thank you! It seems a bit odd that HS wouldn't have this built in a report since it's kind of their 'thing' of using the sales ...read more
sberry11 on April 09, 2024
MQL Data Reporting
I like HS, but I find it VERY difficult to report on the journey through lifecycle stages, such as the conversion rate, the time, the cost investment, the number of activities it takes on average to switch to the next stage, etc. Not every contact g read more
Reply Discussion Professional
0 upvote
5 Replies
sberry11
Top Contributor
April 10, 2024
This is a good start. Thank you! It seems a bit odd that HS wouldn't have this built in a report since it's kind of their 'thing' of using the sales ...read more
sberry11 on April 09, 2024
MQL Data Reporting
I like HS, but I find it VERY difficult to report on the journey through lifecycle stages, such as the conversion rate, the time, the cost investment, the number of activities it takes on average to switch to the next stage, etc. Not every contact g read more
Reply Discussion Professional
0 upvote
5 Replies
sberry11
Top Contributor
April 10, 2024
This is a good start. Thank you! It seems a bit odd that HS wouldn't have this built in a report since it's kind of their 'thing' of using the sales ...read more
sberry11 on February 26, 2024
Update Contact Properties in the CTA
I want the ability to update contact properties (even if limited to the lifecycle stage) after someone clicks a CTA - like we can in forms. Ideally you would be able to update any contact property in both the forms and CTA to help track the contacts read more
Reply Idea CTAs
0 upvote
0 Reply
Solved
sberry11 on January 16, 2024
New Contact owner when company owner known
I'm running into a problem with our contact form assigning a contact owner and its left blank and in limbo - which is the worst case scenario. I do try to control which owner it is assigned to in a few instances (depending on lifecycle stage), but w read more
Reply Discussion Professional
0 upvote
1 Reply
Solved
sberry11 on December 06, 2023
Closed Deals with Meeting Associated
Admittedly, reports is by far the hardest part of HS for me to get my head around. I want to create a report on our deals closed within an adjustable timeframe that have a meeting associated with it versus those without. We are just starting to get read more
Reply Discussion Professional
0 upvote
7 Replies
sberry11
Top Contributor
December 12, 2023
I did get it to change. You have a wait a few minutes, but it does change. My options don't look like what you show above, but this is what I finally...read more
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