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Hildegaard 1月 18日, 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 続きを読む
2 いいね!
3 コメント
最優秀メンバー | Elite Partner
1月 19日, 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...続きを読む
JHenry6 2月 06日, 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 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
2月 07日, 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...続きを読む
KAbel 1月 12日, 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 続きを読む
30 いいね!
6 コメント
参加者
12月 28日, 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!
解決済み
BKelly710 6月 06日, 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 続きを読む
0 いいね!
2 コメント
Accepted Solution
最優秀メンバー | Elite Partner
6月 06日, 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...続きを読む
解決済み
BMetts 10月 29日, 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 続きを読む
0 いいね!
2 コメント
Accepted Solution
名誉エキスパート | Platinum Partner
10月 29日, 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 ...続きを読む
解決済み
Nishant_Singh16 10月 07日, 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 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
10月 07日, 2021 07:51
Hi @Nishant_Singh16 , This can be done with the custom report builder , available in Professional and Enterprise portals. Navigate to Menu ...続きを読む
解決済み
prideandjoy 5月 13日, 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 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
5月 14日, 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...続きを読む
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