HubSpot Ideas

HelenPantel

Add possibility to report on meeting attendees

Currently we cannot select or reference meeting attendees in reporting. This would be a very important feature for reporting on sales activities.

 

As several salespeople can attend the same meeting, we're currently unable to accurately report on their customer interactions.

44件のコメント
SMeyer0
投稿者

I am upvoting and following this immediately!  We need to track QBR's, including attendees.

HThorp6
メンバー

We also need this badly! Has anyone found a work around using workflows?? 

Farah1
参加者

We also need this feature where all users who attend the same meeting is counted in the meeting activity reporting!

MSnider
参加者

Our use case is that we have sales engineering resources that we need to report how many meetings they attend vs. their own activity/productivity.  Since the Meetings that they are invited to are NOT assigned to them (as they are assigned to the sales rep they support), we cannot measure this activity.  If we could report on attendees, this would solve my issue. 

Jnix284
殿堂入り

It would be helpful to understand whether they hosted the meeting or attended, a breakout in the report to differentiate would be nice rather than just increasing the activity count for every attendee.

SMohan3
投稿者

This is a much-needed functionality!  

LiRang
メンバー

This is really something that our organization needs. It's very often more than just one internal attendee at meetings. 

LWu_CMS
参加者

Need to function for the correct activity tracking for team members who contributed to the same meeting/call.

CBeirne
参加者

This option would be very helpful; I have several use cases, including the ability to report on what other team members (apart from the meeting creator/owner) attended meetings.

Tiff
参加者

This is becoming more and more vital. We also have sales specialists and we ideally need to track the meetings they attended and with whom so we can ensure they are actively being used. 

MFish
参加者

This is a no brainer for reporting. 

reTyre
参加者

This is absolutely a must, I can't believe HS hasn't integrated this by default...

JDavis23
メンバー

This would be a key feature to track meeting activity for more than one user! Please prioritize! 

Dennis-DWFB
トップ投稿者 | Platinum Partner
@JDavis23  schrieb: 

Currently we cannot select or reference meeting attendees in reporting. This would be a very important feature for reporting on sales activities.

 

As several salespeople can attend the same meeting, we're currently unable to accurately report on their customer interactions.


I was just going to suggest this as an idea because so many of our customers are asking about it.

SHäntzka
参加者

+1 I am also interested in this idea

ChristianKrauss
メンバー

I don't see how anyone could not need this functionality. Any organisation working with larger teams and groups of salespeople needs this functionality to ensure proper documentation and evaluation of activities. Such functionality makes it possible to create detailed reports on sales activities, monitor the performance of individual team members and make strategic decisions based on data.

I assumed that HubSpot was designed specifically for those organisations that need this type of advanced sales and marketing automation. After all, HubSpot offers a variety of tools aimed at optimising sales, improving team collaboration and ultimately increasing revenue. Especially for companies with large sales teams, this functionality should be an indispensable element of their daily work.

SarahX
投稿者

I just tried to create a meeting report with attendee information and I am absolutely shocked that this is not available. The info is right there! This and meeting duration. We are collecting all this data and it is being sucked in to a black hole never to be seen again. Why HubSpot, why???

BFleming1
HubSpot Employee

+1

Harry_Brodie
メンバー

This would be very helpful. At our orgainzation we often do dual calls and would love the meeting to log against both staff members as it counts towards their weekly meetings goal. 

RIT-Wouter
メンバー

Need this, badly!