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HubSpot CRM

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    • General
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  • Creating HubSpot Reporting (Basics)

    Once you synced your HubSpot Data you have to create Metrics to then report on them in your Dashboards You will be able to report on: - Number of Contacts - Number of Companies - Number of Deals / ...
  • Syncing your HubSpot Data

    For you to able to report from your HubSpot data your first need to sync your data in Sources Your data will be updated automatically every hour and you will be able to push a real time update any ...
  • HubSpot Status Change Pipeline Reporting

    In this example, you create a new Deal when you schedule a call, so the Pipeline starts with the stage "Call Scheduled", then moves to "Call Completed", then to "Proposals Sent" and finally to "Clo...
  • HubSpot Cohort Pipeline Reporting

    In this example, you create a new Deal when you schedule a call, so the Pipeline starts with the stage "Call Scheduled", then moves to "Call Completed", then to "Proposals Sent" and finally to "Clo...
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