Hello,
I think it would be awesome if there was a report to easily report on for number of new customers that a particular user or team brought in. For example, I want to see how many new customers the SDR team brings in and how they are contributing to our company goal.
Thank you!
This is a goal of ours too. Hoping this solution will work for us for now…add a custom Deal property called “Rep Responsible for Lead” with a field type of ‘HS users’ so they are in a dropdown to select from. We’ll place it under Deal Owner along with our CS team dropdown. Then we can report on that field + closed won deals. 