Detailed activity log report

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New Contributor

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

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Esteemed Advisor | Partner

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
Freelance Digital Marketing Advisor

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Esteemed Advisor | Partner

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
Freelance Digital Marketing Advisor

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New Contributor

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

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0 Upvotes
Solution
Esteemed Advisor | Partner

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
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

View solution in original post

Occasional Contributor

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!

Community Manager

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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