Dashboards & Reporting

nguyenhang
参加者

Detailed activity log report

解決

Hi Everyone,

I have a question. How to export detailed log activity (call, meeting, email) of each deal. Can someone give me some solutions, thanks for all your help!

Thanks

1件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Detailed activity log report

解決

Hi @nguyenhang,

 

If you're looking for a spreadsheet that has all engagements from all deals, I'm not aware of a way to do this at the moment. Your sales manager would still have to click into deals. If that person is interested in the bigger picture, this might be helpful: https://knowledge.hubspot.com/reports/analyze-your-sales-team-productivity#analyze-your-sales-team-s...

 

Best,

Karsten

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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6件の返信
KiwiCyril
メンバー

Detailed activity log report

解決

Hi

We have been evaluating HubSpot as we are currently a Connectwise Manage customer. Is there now a Deal specific report available where you can generate a PDF or similar with a summary of the deal as well as  detailed activity e.g. Notes, Tasks etc...?

 

ekt1
参加者

Detailed activity log report

解決

Not being able to export log activity is one of the biggest drawbacks of HubSpot. It's really frustrating and we never really get an answer on when this will be available. 

 

Really glad you're asking for this. Hopefully HubSpot will make this available soon!

PamCotton
コミュニティーマネージャー
コミュニティーマネージャー

Detailed activity log report

解決

Hello @ekt1 ,

 

If you are working with a Dev, you are able to set a API to collect all engagements ( More information here

 

I hope this helps.

Kindly,

Pam

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0 いいね!
karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Detailed activity log report

解決

Hi @nguyenhang,

 

Unfortunately, engagements in a deal cannot be exported, see here. Exports only include the values for deal properties.

 

What is the goal of exporting deal activity? Maybe we can find a workaround.

 

Best,

Karsten

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

nguyenhang
参加者

Detailed activity log report

解決

Dear Karsten,

Thanks for your help. I want to export the details or notes of the call, meeting. The goal of exporting is for sales manager keep track deal activity easily, instead of having to click on each deal to observe it.

Thanks,

Nguyenhang

0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Detailed activity log report

解決

Hi @nguyenhang,

 

If you're looking for a spreadsheet that has all engagements from all deals, I'm not aware of a way to do this at the moment. Your sales manager would still have to click into deals. If that person is interested in the bigger picture, this might be helpful: https://knowledge.hubspot.com/reports/analyze-your-sales-team-productivity#analyze-your-sales-team-s...

 

Best,

Karsten

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.