Currently, under the sales platform, if I go to Dashboards and go to the Productivity section, if I click "Quick view" after scrolling over "Call" or "Email," then I see a list of the activities. I would like to be able to download this data.
I have had a couple of customers call in about a feature like this!
Especially if we're on a custom report editor, and go to export the data, the resulting CSV just exports the underlying deals data, same as if you created a deals view using the filters that the report is using. It does not export the values calculated by the report, which seems to be the valuable information our users are looking for 🙂
Yes. We need this. We are a Hubspot customer with Marketing Professional and we swtiched from Sugar CRM to theHubspot CRM. In Sugar CRM we had the ability to export sales activity for each rep, including how many calls they made, the outcome, notes on the call, meetings secheduled and held, emails sent, etc. It's very surprising that there is not this option in Hubspot. The dashboard reports are nice, but sometimes you want to put data in a spreadsheet.
I completely agree with rickuz. It would be incredibly helpful to export sales activity for each rep, including how many calls they made, the outcome, notes on the call, meetings secheduled and held, emails sent, etc. Please add this functionality.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.