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Hildegaard on January 18, 2024
Hey Community, In my company we often have customer meetings together but only the person who sends the invitation is given the "credit" on the reports of executed and planned meetings Furthermore, I found out that if the customer sends you read more
3 Replies
Most Valuable Member | Elite Partner
January 19, 2024 08:31
Thanks for the tag @BérangèreL . I wish I had a use-case for an answer for you @Hildegaard , but we don't measure meetings in that way here at Impu...read more
JHenry6 on February 06, 2023
Hi HubSpot Community, I am trying to create a report for our BDR's who are booking demos through a HubSpot meeting link that is connected to their account executives calendar. Has anyone successfully done this? Ideally the report would show read more
Community Manager
February 07, 2023 10:34
Hi @JHenry6 , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they have any...read more
KAbel on January 12, 2023
Our team needs to be able to report on the amount of time spent in meetings with a client - for purposes during the sales cycle and customer support post sale. Meeting duration is a property on meetings but not able to be pulled into reports. I read more
6 Replies
December 28, 2023 11:32
It's incredible how Hubspot does not allow to do a report on time duration!!! This is so key in client engagement. Please do it soon!
BKelly710 on June 06, 2022
Hi! My sales reps often have meetings together, and we want to be able to credit each individual sales rep for every meeting they have - inlcuding ones they have with other sales reps. Is there any way to report on meetings so it pops up in reports read more
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Elite Partner
June 06, 2022 12:36
Hi @BKelly710 . Have you submitted this to the ideas forum here ? I'm looking at the Sales Activities reports in Analytics Tools, and you ca...read more
BMetts on October 29, 2021
I am in charge of logging meeting for my company and I want to pull reports that show which meetings an individual participated in, not all the assciate contacts. Is there a way to change the person that the activity is associated with if I am logg read more
0 upvote
2 Replies
Accepted Solution
Recognized Expert | Platinum Partner
October 29, 2021 13:13
Hi @BMetts , You can add contacts to an activity from within the organization, however, you wouldn't be able to report on it. It looks ...read more
Nishant_Singh16 on October 07, 2021
Hi all! I'm trying to create a report where I can track the total number of meetings booked every day via the HS booking link. I have created a common meeting link that includes the calendar of all sales executives. The report I get contains the da read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
October 07, 2021 07:51
Hi @Nishant_Singh16 , This can be done with the custom report builder , available in Professional and Enterprise portals. Navigate to Menu ...read more
prideandjoy on May 13, 2021
Our sales team is not currently using the meetings scheduling tool in Hubspot. I would like to understand: 1) How many leads result in meetings. Most customers who submit a "Contact sales" form are enrolled in a sales outreach sequence. Woudl l read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 14, 2021 01:22
Hi @prideandjoy , The first question is best answered if via a lifecycle stage. HubSpot is not very good at looking the percentage of people w...read more
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