Report on contacts created

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OMD
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I am trying to build a report where we can see how many contacts are created by sales rep? I thought this would be easy but I am hitting a wall. I created a report on contacts created by the contact owner but some of those will be automated. 

 

Thanks

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Esteemed Advisor | Gold Partner | HubSpot Certified Trainer

Hi @OMD,

 

Are your automated ones because they came from an online source and are automatically rotated to a contact owner? If that's the case, you could use a filter for Original Source - is Offline.

 

Alternatively, if this isn't the case and you're looking to report on who specifically created the contact, you might have to use a workaround and add a new property for "Created By", which could also pull from HubSpot Users.

 

If I'm misunderstanding your question, just let me know.

 

Thanks!

 

Josh

 




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Josh Curcio

We help tier 1 & 2 manufacturers generate leads!
HubSpot Gold Partner & HubSpot Certified Trainer