Reports

techforay
Member

I have to give my boss a weekly activity list of the contacts that i make with my perspective clients.  Does the free tool let you export or do reports on Recent Activities

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Anonymous
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HubSpot CRM can show you slices of your Contacts based on certain criteria so you can easily view only the data that matters to you for prospecting. You can use the sidebar on the left side of your screen to add a filter for any property on that object. Please note though, each filter is added constructively ("AND" not “OR”).

 

For instance, you could create a view of contacts filtered by HubSpot Owner = Your Name, and Last Activity Date or Contact Creation Date. 

 

Full details on how to create custom views can be found here and here.

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