Notification / report for sales rep activity (adding new companies to CRM)SOLVE
I have a client (Sales Director) who is looking to be notified when a team member (Sales Rep) doesn't do a specific task. In this instance, the sales team is asked to add X number of new companies per day to the CRM each.
Is there a report or email notification via a workflow that would give this insight? Eg yesterday Y sales rep didn't load the X number of companies into the CRM.
I've seen in Enterprise it can target / quota Deal numbers but I don't think that quite right plus they are on Pro. We have a system external to HubSpot which we can do this in but are looking to do from HubSpot ideally for this client.
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yesterday - last edited yesterday
This can be partly achieved with a custom single object company report. This would be the chart configuration:
This report could go onto a dashboard which could be delivered to the inbox of the stakeholders: https://knowledge.hubspot.com/dashboard/can-i-email-my-marketing-dashboard-to-my-colleagues
Unfortunately, it's not possible to set a goals for companies created. (For an overview of available goals, this knowledge base article is a great resource.) Someone would have to look at the report and check if the quota was met or not.
Hope this helps!
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