Nov 23, 2016 1:09 PM
Is there away to download all my activity through out the day. I work from home and right now have a spreadsheet of every contact I spoke with and every task I completed that I submit to my boss. This CRM is great but now Im doing double the input.
Solved! Go to Solution.
Nov 23, 2016 2:33 PM
Hi @MobileAuto, thanks for your question. I'm sure you know that you can view all of your recent activity information in your CRM dashboard, under the "Productivity" card. However, as of now, you cannot export this information from the CRM, though this is definitely something we're working on.
One good way of getting this information from your CRM is by using the "Last Activity Date" property. This property allows you to see the last time a note, call, email, meeting, or task was logged for a contact. In this scenario, you could create a view based on "Last Activity Date is equal to Today", to find all of the contacts for whom you performed an activity on that day, and then export those contacts. See explanatory screenshot here: http://www.screencast.com/t/cWmfleMDlG
Though it doesn't correspond to your request exactly, I hope that this suggestion is helpful. In addition, I would definitely suggest that you post about your wish to export Dashboard information on the Ideas board here in the Community, including your particular use case, as this is a great way to let our developers know about the features that our customers would find most useful.
Let me know if you have any question on the above! -May
Dec 29, 2016 4:51 PM
HubSpot lacks in the ability to export reports of activities. However, if you are logging meetings, calls, tasks and emails you could just have your boss look at your day in the Sales Dashboard, which would show how many activities you completed for the chosen time period.