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Hildegaard le Janvier 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 Lire la suite
2 Mentions J'aime
3 Réponses
Membre irremplaçable | Partenaire solutions Elite
Janvier 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...Lire la suite
JHenry6 le Février 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 Lire la suite
Gestionnaire de communauté
Février 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...Lire la suite
KAbel le Janvier 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 Lire la suite
28 Mentions J'aime
6 Réponses
Participant
Décembre 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!
Résolues
BKelly710 le Juin 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 Lire la suite
0 Mention J'aime
2 Réponses
Accepted Solution
Membre irremplaçable | Partenaire solutions Elite
Juin 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...Lire la suite
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BMetts le Octobre 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 Lire la suite
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2 Réponses
Accepted Solution
Expert reconnu | Partenaire solutions Platinum
Octobre 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 ...Lire la suite
Résolues
Nishant_Singh16 le Octobre 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 Lire la suite
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1 Réponse
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Octobre 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 ...Lire la suite
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prideandjoy le Mai 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 Lire la suite
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1 Réponse
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mai 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...Lire la suite
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