Hi there!
I could really use some assistance if someone has encountered a similar situation:
Is there a way to report the number of sales activities (calls and meetings) that have taken place in a deal after a quote has been sent?
I´m trying to understand how active our sales reps are towards customers and how do they follow up after sending out the quote.
Thanks!
Hey @JRippinen8, Happy Monday!
With HubSpot’s custom report builder, you can analyze multiple data sources across HubSpot. The difference between the custom report builder and other types of HubSpot reports is that you can surface data from sales activities in addition to objects. For example, you can create a report to measure how your target accounts are engaging with your website.
I want to invite our top experts to share their thoughts, @Mike_Eastwood, @Lucila-Andimol, and @beeginman, do you have any recommendations for @JRippinen8?
Thank you,
Pam