Create a Report that users can select or modify properties
May 14, 2020 1:13 PM - edited May 14, 2020 1:14 PM
We have a quarterly process with our sales reps and our business development team, where the sales rep tells the business development team to either call or not to call the company/contact that are assigned to their region. We do this to ensure customer satisfaction. The Business Development team asks them if they are happy and if they need anything.
Currently, we have the same property on Company and Contact that is CALL CLIENT - A simple radio button to either DO NOT CALL or YES, CALL option. We have a workflow that copies that property from the company to the contacts. We do this because a note does not automatically get assigned to all contacts for a company. You can associate them with a note. If a new contact gets added to that company, the note does not automatically get associated with that contact. You also can't use notes in Workflows.
It would be nice to have a dashboard with a report on it so that the sales reps can go down their list of companies that select either DO NOT CALL or YES, Call option for each company. Then the Business Development team would have a report on their dashboard with a list of companies to YES, CALL.
Does anyone have a workaround for this? I am trying to remove an export of companies from HubSpot to Excel; have the sales reps modify the option down their list of companies and then reimport it into HubSpot.