Mobile Application

Ben-Thompson
Participant

Where can I view all users activity and deals? And on mobile.

Résolue

Hi all. it has become apparent that you cant view other users deals or activity on the mobile app. Is this the same on the main crm? so for instance if I wanted to see one of my sales team's deals and activity stream how can I do this? 

2 Solutions acceptées
roisinkirby
Solution
Équipe de développement de HubSpot
Équipe de développement de HubSpot

Where can I view all users activity and deals? And on mobile.

Résolue

Thanks @Ben-Thompson this is currently an issue I'm exploring with our product team so I'll keep you posted!

Voir la solution dans l'envoi d'origine

roisinkirby
Solution
Équipe de développement de HubSpot
Équipe de développement de HubSpot

Where can I view all users activity and deals? And on mobile.

Résolue

Hey all! At this time the HubSpot CRM is designed to host unique activity streams. It is not currently planned to create shared activity streams, but the HubSpot CRM Reporting tools allow you to view sales data collectively. 

Voir la solution dans l'envoi d'origine

9 Réponses
roisinkirby
Équipe de développement de HubSpot
Équipe de développement de HubSpot

Where can I view all users activity and deals? And on mobile.

Résolue

Hey @Ben-Thompson - happy to look into this for you. Could you confirm what your User Role is on the CRM account? 

0 Votes
Ben-Thompson
Participant

Where can I view all users activity and deals? And on mobile.

Résolue

Hi, thanks. Yes i am the account and sales administratator. 

Thanks 

Ben 

0 Votes
roisinkirby
Solution
Équipe de développement de HubSpot
Équipe de développement de HubSpot

Where can I view all users activity and deals? And on mobile.

Résolue

Thanks @Ben-Thompson this is currently an issue I'm exploring with our product team so I'll keep you posted!

dami5lenky
Participant

Where can I view all users activity and deals? And on mobile.

Résolue

Hey @roisinkirby,

Have the same question here also - I'm trying to figure out  how I can view another users/colleagues activity stream?
Can't seem to see the link to your solution anywhere either? Any ideas?

0 Votes
roisinkirby
Équipe de développement de HubSpot
Équipe de développement de HubSpot

Where can I view all users activity and deals? And on mobile.

Résolue

Hey @dami5lenky it is not possible to view the Activity Stream of other users at this time. 

0 Votes
CMJ
Membre

Where can I view all users activity and deals? And on mobile.

Résolue

Has there been any updates on this? As I would like to see the activity of these leads to help determine a course of action with my sales staff.

TigerTown
Membre

Where can I view all users activity and deals? And on mobile.

Résolue

I want to see all my users activity/statistics on the system to determine who is using it and who is not using it. Logon's, deals added, companies added, contacts added, sales activities over a period of time. 

roisinkirby
Solution
Équipe de développement de HubSpot
Équipe de développement de HubSpot

Where can I view all users activity and deals? And on mobile.

Résolue

Hey all! At this time the HubSpot CRM is designed to host unique activity streams. It is not currently planned to create shared activity streams, but the HubSpot CRM Reporting tools allow you to view sales data collectively. 

YouStakeNick
Membre

Where can I view all users activity and deals? And on mobile.

Résolue

Any update on this?  I'm experiencing the same, cannot view activiy stream of other users on the team, only my specific activity (on desktop).  

 

Thanks!

0 Votes