We have a workflow that assigns leads based on a few characteristics and it rotates through 2-3 salespeople. I really need a report that shows how many leads are assigned to each salesperson by time period.
Hi, you can create a custom report in HubSpot by filtering based on lead assignment criteria like “Lead Owner” and “Date Created.” Use the filters to break down the number of leads assigned to each salesperson over a specific time period.
Additionally, you might want to consider using a lead distribution tool like LeadAngel to enhance lead routing and get better insights into how leads are assigned. It offers more advanced routing options and reporting capabilities for efficient lead management.