HubSpot Ideas

PPlant4

Use the "Organized By" meeting field in reports

We have a call center that sets appointments with contacts on behalf of sales. We need to have a way to track the appointments and attribute appointments to each rep for both accountability and things like bonus/commissions. This information exists on the meeting record as shown in the screenshot, but there isn't a way to track it or report on it. We would love to see reporting on the "Organized By" field or if there's a better way to do it that currently exists I would love to have some help there. Screenshot 2024-03-11 at 9.03.07 AM.png

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