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Viewing all activity for a user

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一般投稿者

Hello - 

Is there a way I can see all of a specific user's activity within Hubspot (emails sent, tasks set, calls logged, notes made, etc) for a specific period of time.  So for example, if I wanted to see all the activity of a person over a week, can I see that? If so, where can I view that? Thanks!

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受理された解決策
進行役

Hi @sbalani  The Sales performace report is a default report that can be added to your Sales Dashboard. It shows contacts added and worked 

 

The Sales Performance, Productivity, and Deals Closed reports are all default and can be added to your dashboard. These reports can be filtered down to individual rep and time frame. They provide a great overall look athe performance of your team. Find out more here.

 

Ed 


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常連投稿者

Hi there,

That info should be available in a contact's timeline. Pull up any contact record and you have an option to view all acivitiy or filter by type:

 

rsobers_varonis_com.png

 

-Rob

https://hubspotcourse.com

 

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一般投稿者

Thanks Rob.  I dont see "filter timeline" as an option on the Dashboard page.  Maybe my question was not clear enough.  I am trying to view all the activity of a user (salesperson on my team) on my account.  I want to see how many calls he made and the details of those calls to leads, emails he sent to leads, notes he added for a lead, and call logs he added for leads, and I want to be able to see this for a specific time period.  Thanks.

常連投稿者

I totally misunderstood! Sorry about that! I thought you were talking contacts when clearly you were talking about users.

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一般投稿者

Sorry for the confusion.  So do you have a solution for what I am looking for?

一般投稿者

I have the same question. My directors want to know what our new sales person is up to. He is still getting used to Hubspot, and not accustomed to making deals, so Until he gets used to it, I want to be able to track his other logged activities.

進行役

Hi @sbalani  The Sales performace report is a default report that can be added to your Sales Dashboard. It shows contacts added and worked 

 

The Sales Performance, Productivity, and Deals Closed reports are all default and can be added to your dashboard. These reports can be filtered down to individual rep and time frame. They provide a great overall look athe performance of your team. Find out more here.

 

Ed 


Did my post help answer your query? Help the Community by marking it as a solution
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常連投稿者

Long time user, first time posting a question.

I hope I'm putting this in the correct place.

I just recently started having my sales team use Hubspot. Is there a way to be able to see each others tracked email activity? I can log in and see MY email activity to a contact and tracking details, but I can't see any of that activity from my other sales people. Is this possible?

一般投稿者

I still do not see an answer for the specific question of being able to view a specific reps activities such as, logged meetings and emails. I would like to simply see which meetings they have had this week.  

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新規投稿者
 
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一般投稿者

Hi,

 

Have you found the answer to this? I'm pretty sure I am looking for the same thing. What has a specific rep been doing this past week, month, etc. What meetings have they had, what emails have they been sending, etc. 

 

Have you found the answer? 

一般投稿者

Did you find this out please?

 

一般投稿者

Exactly the same question here. Why is there no standard reporting on users' activities???

cn
新規投稿者

I have a related question.

 

I wanted to know if there is a way to filter in the contacts columns in order to see what user was the one who contacted him or she the last time.

 

This function would be pretty useful because sometimes another sales person who is not the owner of the contact has interaction with the contact but it seems the one that contacted she or him was the owner.

一般投稿者

Still no answer to date スマイリー 悲しい

常連投稿者

Hello!

I don't think this has been answered yet, has been?

I'd like to see the same thing- activity of a specific user. It will be ideal to filter activity by user as well as in our case, many team members touch base with a customer a different stages or at the same tiem for different areas, I want to be able to see the activity of a specific user as a whole and per contact. 

新規投稿者

Same question, this is really crucial - we need to be able to see activity by user.

一般投稿者

Under the Report menu there's 'Analytics' - with that I've found a dashboard called 'Sales Team Productivity' which breaks down activity by type ie email, calls, meetings etc. Haven't worked out how to further filter it down by user (unless this is done under the Teams > Users section?

 

Unsure if that helps but worth a try!  

 

 

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一般投稿者

here is what you can do. 

 

add the productivity report to your report page 

 

HS1.JPG

 

once you have done that go into the settings 

 

hs2.JPG

 

the choose timeline required, and add the person who the activity was assigned to 

 

 hs4.JPG

 

select the rep your after then save. 

 

hs5.JPG

ユーザー

That was great info....is there a way to print this list?

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