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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.
Here's the article on how to export this data
Agreed. We need some last login date for users. there is no way to see at a glance who is using the system and who does not.
Also if a user doesn't manually add a comment or change a status on a contact - there is no way they actually saw the lead. if the 'view date' is known we can run reports on time to view a lead, follow up atc. based on the assign date.This data is probably there (server side) just not exposed for us to see.
I concur with this idea, we need to purge our Account Users for keeping our site secure and we are unable to track those who do not use it and no longer need access to the site. If we could get this feature implemented to run a report on or a time stamp of the last login, that would be stellar. Taking the proper precautions to clean up user unused accounts could potentially prevent security issues. Please make this a feature HubSpot!
Yes, please! Used this very effectively in SFDC...and would help for HubSpot as well.
Wish to vote YES for this feature. Our management team wants to keep track of who is using the platform and how often. Salesforce.com (SFDC) has this feature - last log in date/time BUT HubSpot could enhance the feature by providing the last 5 times (date/time) the user used the platform. Gives management/admins the ability to see how often the platform is used. For example, we would consider upgrading users to a paid user if we knew they were using the platform often. Those who only log in once in a while, not so much.
PLEASE ADD AND SOON!
I'll pile on here. I am desperately seeking how I can monitor basic user activity:
- number of time a prospect was initially contacted via physican cold call, phone, or email per user per timeframe
- number of follow-ups per prospect by phone, email, or in person by user per time frame
- number of such total touchpoints per prospect
I need to be able to track basic measures:
- "how many phone calls did Billy make last week?"
- "how many follow ups did Pam do yesterday?"
- "how many initial/first contacts (email, phone, physican) did Kenny do on Monday?"
- "how many emails, phone calls, physical meetings have we done with Prospect X?"
- "how many initial/first contacts to prospects did Tim do last week?"
- "how many phone call follow-ups did Pat do last week?"
- "how many in-person follow-ups did Jerry do last month?"
Then, I could get into the analytics of:
- "what follow up method is the most effective to close: phone, email, in-person?"
- "how many phone calls does it take to schedule a meeting?"
- "how many follow-ups should be done before passing on the prospect?"
This request was submitted in 2016. It's sad think it's been 2.5 years and no progress. If anyone knows how any of my requests can be accomplished, please let me know.
For the HubSpot product team, how about a comment on the timeline? And, if I am using the product wrong, am missing a feature, or just an **bleep**, please let me know.
It appears no one has responded to your questions here (although a HubSpot rep may have reached out) so I'll take a stab at it in hopes that if it doesn't help you, it can help someone else.
Most of what you are looking for is available, although in different areas of the tool and are available at different subscription levels. Most of these questions should be answerable from the "Productivity" dashboard, which is included with sales or service starter, or with any professional or enterprise subscription. Alternatively, you can add the "Reporting" add-on to any subscription, which will allow you to build custom reports. As long as all of these activities are tracked in HubSpot by the user (which would then assign that user to the activity, you can build a report on activities. So you should be able to report on :
- number of time a prospect was initially contacted via physician cold call, phone, or email per user per timeframe
Further, depending on how you've set up your call and meeting types, you should be able to answer:
However, this is dependent on how you have set up HubSpot to track these activities. I believe custom call and meeting types are part of all levels. Even if you don't have a pro subscription, the basic sales subscription includes the "productivity" dashboard that should also be able to answer these questions without having to build custom reports.
You can find more information on productivity reporting here: https://knowledge.hubspot.com/articles/kcs_article/dashboard/report-on-team-productivity?KBOpenTab
and find more information about custom reporting here: https://knowledge.hubspot.com/articles/kcs_article/reports/create-custom-reports
Hope this helps.
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