Who created each contact

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Top Contributor

Is there a way to track who and how many contacts each sales person created? it doesn't look like Hubspot has a field for it, but I might be missing something.

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HubSpot Employee

Hello @gil100,

 

There isn't a way to isolate which/how many contacts were specifically created by the users in your portal, however filtering contacts with the contact property "Hubspot Owner" might come close to what you are trying to accomplish.  It won't be perfect, because there are times when a contact might be added to a portal, but the Hubspot Owner is set to someone other than the person who added them.  You can filter by Hubspot Owner by navigating to "Contacts" in the top navigation, "Add Filter" on the left hand side, type in Hubspot Owner, Click "Hubspot Owner", select "is any of", choose a user in your portal and click apply filter.  This will display all of the contacts and provide a number of contacts owned by that user.  You can also save this filter as a view, and repeat for all users in your portal so that you can easily access the views later on without having to manually add the filters everytime you want this information.

 

I hope this helps! I know it's not a perfect workaround because it doesn't provide the exact created by information, but it might come close to what you are trying to accomplish.

 

Brett

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Top Contributor

That was the only thing I could find, but in the case of inside sales that hand off contacts to outside sales, the owner will not be an accurate indication, unless I guess if I could have been able to track the original owner...

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Top Contributor

Also, since one of our metrics for inside sales is how many (relevant) contacts they create, basically we can't track it properly

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HubSpot Employee

Hi @gil100,

 

Since there isn't default functionality to track who created a contact, you could create a custom contact property, maybe called something like "Created By" and have a dropdown select containing all of your sales users.  They would have to manually select their name when creating the contact, but it might accomplish what you're looking for.  It wouldn't be a retroactive solution, but if you start something like this, you'd be able to use that property to track how many contacts each of your reps added to Hubspot.

 

I hope this helps!

Brett

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Top Contributor

I'm afraid adding additional manual fields for the sales guys to add (plus it kinda misses the purpose of automation everything). We already have various manual fields adding new one is not a great option

New Contributor

I am in the same boat as Gil100. I understand that a Created By field for all records, particularly Contacts, Companies, and Deals should be a field that is automatically created and saved by the Hubspot platform.  Surely the system stamps this information somewhere like the CREATE DATE field, so I presume visibility only needs to be made available on the platform for users to select to show in the properties. 

 

I really enjoy using Hubspot and am promoting it quite a lot to others I speak with. However, this is one of the functions the tool appears to be missing, as it is a function most other CRMs provide. 

 

I hope that Hubspot considers opening this functionality to users, for I am sure we are not the only ones affected. Honestly, I am surprised this was the only thread I could find on the matter. I bet there exists another thread including the same request for COMPANIES and DEALs.

 

Thanks,

 

Occasional Contributor

I agree with the above posts.  We need a field to see who added a contact.  Mostly because people sometimes do not fill out the contact information correctly.  For example a contact was created with only an email address.  No other property was filled out for the contact.  everyone has received training on the system.  People make mistakes.  We need to be able to go to the person and show them their misstep.  

 

Please add this feature.  It should automatically be populated.

New Contributor

This is crucial for us as well, please can you please add to pipeline? It would make sense if the 'source' had the name of the user who created the contact instead of just 'offline sources' as it is currently.

New Member

Just moved off SalesForce to Hubspot and 

1. HubSpot so much easier for Sales teams congrats!!

2. Amazed we miss this basic capability to get a created by user. How can we manage teams effectively. Sales is no longer one person does all, but we have openers, qualifiers and closers each specialising on a different piece of the sales flow. They want credit for their good work, yet  I can't give kudos to those who are leveraging their networks to get our foot in the door!

Please help get us a created by field!!