Recurring Sales Dashboard email - does not filter
Ran into an issue with the scheduled emails. We have setup a Sales dashboard with different metrics like Productivity, assigned leads, leads status by user, top Hubspot superstars, etc. Our users are organized in teams and our sales reps only see leads and activity for their team.
The dashboard filters automatically and when viewing online they can only see stats for their own team.
Setup a recurring weekly email to nudge them into using Hubspot more - and surprise! The email DOES NOT FILTER - everyone can see everything. So, in other words, it is useless.
Anybody else running into this issue?