I believe without the export option my team and I might opt out of using the Prospecting/Leads feature, even though we see a lot of value in it. The lack of an export option, such as the ones from the Contact, Company, and other pages from CRM (first image); joined with the fact that only paid Sales seats can visualize the Prospecting workspace’s data, leaves our management team completely blind as to how the Sales team is currently performing “leads-wise”.
Hi @LCárcamo!
I agree. While HubSpot potentially works on this issue, would something like custom reports help you see the information you need?
You can create custom reports within HubSpot that aggregate data from leads. This will allow management to see high-level metrics without needing direct access to the workspace, needing to export on an individual basis, etc. These reports/dashboards could then be sent to management on a recurring basis, so the information will freely flow to you instead of having to dig around in the CRM.
If this information was helpful please mark it as a solution to make it easier for others to find.
Thanks for the quick response, @MadisonMoniz!
I set up the custom report and it very much worked as an effective work around.
@LCárcamo - A work around here is to build a custom report using ‘Leads’ as the data source and export this, you could even schedule this to send recurringly to your management team:
If you don’t have access to custom reports, the ‘Lead Summary Public Beta’ collates a dashboard of Leads analtics which could be used:
Hi, @HFisher7!
Thanks for the reply, the custom report is indeed a funcional work around. I couldn’t, however, find the ‘Lead Summary Public Beta’ section you mentioned. What would be the path to get it? Since its a beta feature, do I need to “toogle anything” on my account to be abel to visualize it?
Thank you very much in advance!
@LCárcamo - You can opt into the ‘Lead Summary Public Beta’ via these instructions: Opt an HubSpot account into a beta feature
Whoohoo! I am glad to hear it. Happy reporting @LCárcamo !
This is super important! Also the UI for the leads section is very cramped on a laptop.