Task Activity reporting when multiple Hubspot owners are working the same company

PaulSaaS
Participant

Hi there,

 

I have multiple Hubspot owners working the same companies.

 

The last contacted filter is great if there is only one Hubspot owner contacting a company but doesn't work when we have two Hubspot owners.

 

Is there a way of filtering who has contacted a company by individual Hubspot owners?

 

Thanks

0 Upvotes
3 Replies 3
aliciaw
Top Contributor

Are your hubspot users all talking to the same contact at the company? If they're all working with different contacts, you could assign HubSpot owners to the contacts at the company instead. Then, in the contacts dashboard, you could use the same filter. Would something like that work for you?

0 Upvotes
PaulSaaS
Participant

Hi Alicia,

 

Unfortunately most of the time they are working the same contacts, which is why I need to report on sales activities per Hubspot user.

 

Thanks

0 Upvotes
aliciaw
Top Contributor

Hrm, I see. Since it's not possible to add multiple HubSpot owners to the default property, and since that filter won't work exactly as you need it to, this might be something worth posting on the HubSpot Ideas Forum

0 Upvotes