Filter Hubspot deals by real activity

Some of your most valuable data is the conversations your sales reps have with customers.

So we have added features to fine tune the data your agents work for.

Filter deals based on activity

• Get deals with calls made within the last 1, 2, 3, 5, 7, 14 and 30 days.
• Get deals with emails made within the last 1, 2, 3, 5, 7, 14 and 30 days.
• Get deals with meetings made within the last 1, 2, 3, 5, 7, 14 and 30 days.
• Get deals with notes made within the last 1, 2, 3, 5, 7, 14 and 30 days.
• Get deals with tasks made within the last 1, 2, 3, 5, 7, 14 and 30 days.

You can also choose to include all or none of the above and filter out deals with no activity meeting that filter.

This allows you to get good data for analytics of calls, emails and other conversations on a daily, weekly or monthly basis.

Filter deals based on pipelines

You can also filter deals on deal stages across all of your pipelines.

This allows you to eg take all won deals in different pipelines and analyse why customers bought from you.