Sep 17, 20199:07 AM - edited Sep 17, 20199:08 AM
Member
Can I export meeting schedule?
SOLVE
Hi,
I would like my team to report me on weekly bases on the visits that they made to clients. Currently, in companies profile section you can log activity like meeting (or call or email). I don't think any export file option like excel is available so I tried to find other solution.
I think there is a way to do it in the general company tab where you can use filters. I would need to have a filter that will search by specific log like meeting and then be able to fitler out the date 'from' and 'to'... Is such feature available ?
You may also build a variety of Sales Activity Reports directly in HubSpot that show the number of meetings, calls, emails, etc. by each teammate. - see Report on team productivity
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
You may also build a variety of Sales Activity Reports directly in HubSpot that show the number of meetings, calls, emails, etc. by each teammate. - see Report on team productivity
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.