CRM

rreina
Member

Overall statistics

Hi community I have another question. In our account we have 3 sales managers who send emails to customers and receive responses. Where can we see the overall statistics of how many responses we received, how many responses were positive and how many negative. Not for each sales manager but for all three. Is this possible?

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webdew
Guide | Diamond Partner
Guide | Diamond Partner

Overall statistics

Hi @rreina ,

In the report library, you will find many reports on email conversations by rep: 

webdew_0-1644210974407.png

For negative and positive responses, you can not create a report as such because there isn't any property in HubSpot to bifurcate data based upon responses. If you want to create such a report, you have to create a Contact property like Email Response: Positive (Option 1) and Negative (Option 2) and update them manually. Then you can use this property in your report. 

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Overall statistics

 Hello @webdew, could you elaborate how that property would help with categorizing individual emails?

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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