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DBrown4
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Activity Report (KPI)

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When I pull the email activity for my team, the Company associated with the email contact is not reporting 100%. It looks to be sporadic as some Company Associations generate and some do not. How do i pull this information 100% of the time?

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danmoyle
Solución
Miembro estimable | Partner nivel Elite
Miembro estimable | Partner nivel Elite

Activity Report (KPI)

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@DBrown4 the contact is - but is the email getting associated to both records? It's automatically associated to the contact, and should be auto-associated to their company, but if a sales person emailing unchecks "log and track email" and rechecks only to the contact, it won't be associated. 

 

So if you're reporting on contacts, you're good. But if you're reporting on company activity, there will be a discrepancy. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

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danmoyle
Miembro estimable | Partner nivel Elite
Miembro estimable | Partner nivel Elite

Activity Report (KPI)

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@DBrown4 can you share a screenshot of what's not working? I'm wondering if it's because some emails are only associated to the Contact and not the Company? 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
DBrown4
Miembro

Activity Report (KPI)

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I have confirmed the contact is linked to the Company. The lack of association on the report happens with some records but not others.

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danmoyle
Solución
Miembro estimable | Partner nivel Elite
Miembro estimable | Partner nivel Elite

Activity Report (KPI)

resolver

@DBrown4 the contact is - but is the email getting associated to both records? It's automatically associated to the contact, and should be auto-associated to their company, but if a sales person emailing unchecks "log and track email" and rechecks only to the contact, it won't be associated. 

 

So if you're reporting on contacts, you're good. But if you're reporting on company activity, there will be a discrepancy. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
DBrown4
Miembro

Activity Report (KPI)

resolver
AHHH! That does solve it. Thanks 😊
danmoyle
Miembro estimable | Partner nivel Elite
Miembro estimable | Partner nivel Elite

Activity Report (KPI)

resolver

Happy to help, @DBrown4 😊 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
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