Hi! My sales reps often have meetings together, and we want to be able to credit each individual sales rep for every meeting they have - inlcuding ones they have with other sales reps. Is there any way to report on meetings so it pops up in reports for both reps?
IE Darcy and Jake had a meeting Wednesday. Darcy was the organizer. Only Darcy shows the meeting on her reports from HubSpot.
Thanks in advance!
Hi @BKelly710. Have you submitted this to the ideas forum here?
I’m looking at the Sales Activities reports in Analytics Tools, and you can report on team meetings - does that help? If two people in one team are meeting, the meeting will show up there/ It may not be exactly as granular as you’re looking for, but it’s a team report at least.
I guess I will make use of this until HubSpot makes it so more than 1
organizer can be on a meeting! Thank you!