topic how to have a reporting of calls and meetings from my team per day/week/month? in Dashboards & Reporting

how to have a reporting of calls and meetings from my team per day/week/month?

tim1468 — Tue, 28 Aug 2018 16:24:41 GMT

Hello

My question is in the tittel, how can do?

Re: how to have a reporting of calls and meetings from my team per day/week/month?

MFrankJohnson — Tue, 28 Aug 2018 20:02:08 GMT

Help other HubSpot searchers find this post quickly by accepting this solution today.

Q: How to have a reporting of calls and meetings from my team per day/week/month??

Short A: Use the built-in Sales Leaderboard dashboard report.

(see image)

Longer A:

n/a

Always happy to help you build on HubSpot.

Best,
Frank

www.MFrankJohnson.com

Re: how to have a reporting of calls and meetings from my team per day/week/month?

tim1468 — Wed, 29 Aug 2018 08:18:44 GMT

Hello

Thanks a lot for your answer.

I have another question, i saw that the users can acces to the reporting from me and the other staff,how to do that they can access only to their reporting? Also that they can modify only their calls and meetings in the customer accounts?

Re: how to have a reporting of calls and meetings from my team per day/week/month?

MFrankJohnson — Wed, 29 Aug 2018 08:46:20 GMT

>>How can they access only to their reporting? Also that they can modify only their calls and meetings in the customer accounts?

Sorry, but answers to those questions depend on a number of factors some of which are unrelated to your original question. Please ask your additional questions separately so others may also have a chance to answer more quickly.

Please mark original question as solved. Thanks in advance.

Re: how to have a reporting of calls and meetings from my team per day/week/month?

tim1468 — Wed, 29 Aug 2018 08:50:20 GMT

Ok thanks a lot