Hello, How can I count all the touches (activities) with the company? (calls, notes, meetings and other?).
I wanna open the company and see the statistics overall, for ex.:
Calls - 15
Email - 10
Meetings - 3
Notes - 25
Contacts - 13
and so on
Thank you
Hi @invisibleon
Happy to help with making this data visible on the Company record - this can be done with CRM cards following these steps.
1 - open a company record and click “customize tabs” in the middle pane:
2 - in the right sidebar window, click “Default view” (or any team view you have configured):
3 - click “add cards” button in the middle:
4 - click “create card” on the right sidebar:
5 - scroll down a bit and choose “report card”:
6 - name the card and choose the report, then click save:
7 - Then click save and exit in the upper right:
8 - close out the sidebar:
9 - see your new CRM card on the company record:
The report will appear with the data filtered on the record you’re viewing.
Thank you. But this report shows all activities for all the companies. How can I make a report on a specific company which company card is open?
Hey @invisibleon
when you create a report card in the middle column this will adecuate to the records information, meaning will show only the activity for that company.
Try to build it and let us know if it worked for you.
Hi @invisibleon as @Lucila-Andimol mentioned, it should filter to the specific record - if it’s not, there might be a bug and it would be worth reaching out to HubSpot Support to see why the filter is not applying.
