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Track Account User Activity Tracking

Would like the ability to view the account log-in activity of our Sales and Marketing users. Currently we have no way of knowing whether someone is logging into the system and using it or not. 

HubSpot updates
Track Account User Activity TrackingHubSpot製品開発チーム
changed to: Delivered
4 週間前

Track Account User Activity TrackingHubSpot製品開発チーム
changed to: In Beta
11-05-2019

Hi everyone,

 

There are a couple different ideas mentioned among the comments here, and I believe we should have some good news for you on each. 

 

1) Last login - We're opening a beta for Pro & Enterprise customers that shows Last Login information in User Settings. If you would like access please fill out this form: https://forms.gle/PQvL8N5iyL2eL9Sb6

 

2) Sales Activity reporting - We've recently released a new Sales Productivity Report (in Reports > Analytics Tools > Sales Productivity) that shows all activities by user. For any feedback on that report, feel free to respond via the feedback tool on that page, or by emailing me at lars (at) hubspot.com 

 

3) Audit log - While we don't have a full audit log available today, this is something that our team is looking at and is being planned.

 

Best,

Lars

For any other questions, please don't hesitate to reach out (email listed above).

Track Account User Activity Trackingコミュニティーマネージャー
04-06-2017

Hey @Pippa I"ve merged your feature request with the one above, so that all comments are votes are kept in the same place. If you Kudo the post above you can add to the vote count - thanks!

77件のコメント
ais717
新メンバー

Please provide more flexible reporting options. Most importantly, every sales manager in the world needs to know quickly what messaging their reps are sending out. A basic reporting capability that would make this platform more effective is surfacing user-level activity reports, and allowing users to monitor the messaging of other users via reports. Right now there is absolutly no way for any user to see a concise report list of every activity (email, call, meeting, note, task) that any user has completed or scheduled. 

Dawid
一般投稿者

Tracking the average time from lead to the first contact would be very useful for monitoring productivity.

Currently, it's possible to check by lead manually by looking at account history, but there is no metric to see it by the sales rep.

 

lucygregory
新規投稿者

It would be really helpful if there was a function within settings for account administrators to see who in the team has logged into HubSpot.

 

This could be taken further so you could not only see if they've ever logged in but perhaps their latest log in and any activity.

 

Recently introducing the CRM to the business, buy in from users hasn't been easy so being able to see who has actually even logged in to the system would be great.

mktgqueen
常連投稿者

I second this request. Moving from another CRM that has this function, we miss it. We used it with our previous CRM to help understand which sales people were embracing the system and which were using it only at its barest bones. Identifying the power users and the non-users helped us target training and identified those that were struggling and those that could serve as peer mentors for the system.

 

I would really like to see if this could be provided.

Zephyer1
新規投稿者

We are looking for a report that details WHO (sale and marketing team) are logging into HS, not necessarily their activities. We want to ensure our teams are using the system. Thanks

AvdP
新規投稿者

 This should be added on the Settings > Users & Teams page, showing last time log in (date + time) and number of log ins in the last 30 days.

so just add two columns on the right after ACCESS.

Baldwinng
新規投稿者

Hi Do we have an update on the status of this request? I am looking to track calls/emails/meetings/tasks via exporting raw data from views. But these raw data has no indication of what type of activity it is. The $200 reporting addon is too restrictive to give the view requested by my management. My only request is to add the activity type in the raw report exports

Johntabita
一般投稿者

We'd like this ability also. We just trained 40+ sales reps on the CRM and we want to make sure they'reusing it.

Eliezer
新規投稿者

the IP address would be a valuable thing to include. 

PiteRock
常連投稿者

It would also be very good if users could not edit the date of the activities they record. Since, to be able to change it at will we can not really know when they contacted customers