Getting Started

Common Tasks

See the most common titles for decision makers, influencers, champions, and blockers.

The easiest way to build this report is with our Report Builder. Go to Add-ons > Demand Sage > Build Smart Tables to open the Report Builder sidebar. For the entity, select Contacts, choose any time period you want, and for the metric field select Contacts. On the Group Rows select hs_buying_role and Job Title. When you insert the table you will end up with a table showing buying roles, and job titles.

Having Issues?

The common problems we see are:

  • Users who are logged into multiple accounts (such as work and personal) may accidentally install the add-on to one account and then open Google Sheets on another
  • Some reports won't work if the authorized HubSpot account does not have access to the underlying data

Other questions? Happy to help!

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