We need a report that shows the notes that mention our colleague at the User Satisfaction department. This would create a qualitative Report with comments on User Satisfaction. We have Hubspot Sales Pro.
I have created a Team where I've added this colleague but the report only shows her own notes, while the idea was instead that the Sales Representatives would mention her, and that those notes would appear in a public report that everyone can look at.
Is there any way to make a Report on mentions to a specific user or Team? Instead of the team member's own notes.
Thank you in advance for any ideas. I am open to any alternatives, including using Lists instead.
This would be a custom activities report (Menu > Reports > Reports > Single object report > Activities). You would set up the report Filters to look like below:
In the Visualization tab, you can then display the Note body, for example choosing the chart type Unsummarized data table:
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
This would be a custom activities report (Menu > Reports > Reports > Single object report > Activities). You would set up the report Filters to look like below:
In the Visualization tab, you can then display the Note body, for example choosing the chart type Unsummarized data table:
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer