Telephone call reporting

Smart CRM & Sales Hub Sales Hub Tools
1

Our telephone calls are not automatically reporting into the: Reports - Sales Dashboard - Activity KPI’s.

emails and meetings are - just not calls?

How do we set this up or troubleshoot?

2

Hi @mgregory,

Could you share some more details? Which report(s) exactly are you referring to, are you using HubSpot’s default call functionality?

Best regards

3

Hi Karsten - this screenshot is taken from our HS reporting tab - sale team Activity KPI’s:

The only one that shows calls is for Deahla - she manually logs her calls.

We need our sales people to make calls and for these to automatically report. Or salespeople will most likely not manually enter their calls and the reporting will be ineffective.

mgregory_0-1621913580943.png
mgregory_0-1621913580943.png891×595 32.9 KB

Does this help?

4

Hi @mgregory,

Thank you – are you using HubSpot’s default calling feature or a third party solution?

Best regards

5

Thank you for the direction Karsten - will take a look!! :grin:

6

Happy to help, @mgregory :slightly_smiling_face:

It looks like you just marked your own post as a solution. If I was able to guide you in the right direction, you can help the community by marking my earlier posts as solutions.

Cheers!