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how to have a reporting of calls and meetings from my team per day/week/month?

tim1468
Contributor

Hello 

My question is in the tittel, how can do?

0 Upvotes
1 Accepted solution
MFrankJohnson
Solution
Thought Leader

>>How can they access only to their reporting? Also that they can modify only their calls and meetings in the customer accounts?

 

Sorry, but answers to those questions depend on a number of factors some of which are unrelated to your original question. Please ask your additional questions separately so others may also have a chance to answer more quickly.

 

Please mark original question as solved. Thanks in advance.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

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4 Replies 4
MFrankJohnson
Thought Leader

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Help other HubSpot searchers find this post quickly by accepting this solution today.

 

Q: How to have a reporting of calls and meetings from my team per day/week/month??

 

Short A: Use the built-in Sales Leaderboard dashboard report.

(see image)

hubspot-report-sales-leaderboard.png

 

Longer A:

n/a

 

Always happy to help you build on HubSpot.

 

Best,
Frank


hubspot-solutions-signature-mfrankjohnson-v03.png

www.MFrankJohnson.com

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
tim1468
Contributor

Hello

Thanks a lot for your answer.

I have another question, i saw that the users can acces to the reporting from me and the other staff,how to do that they can access only to their reporting? Also that they can modify only their calls and meetings in the customer accounts?

0 Upvotes
MFrankJohnson
Solution
Thought Leader

>>How can they access only to their reporting? Also that they can modify only their calls and meetings in the customer accounts?

 

Sorry, but answers to those questions depend on a number of factors some of which are unrelated to your original question. Please ask your additional questions separately so others may also have a chance to answer more quickly.

 

Please mark original question as solved. Thanks in advance.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
tim1468
Contributor

Ok thanks a lot

0 Upvotes