Mobile Application

Ben-Thompson
Participante

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

resolver

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 Solução aceitas
roisinkirby
Solução
Equipe de Produto da HubSpot
Equipe de Produto da HubSpot

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

resolver

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

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roisinkirby
Solução
Equipe de Produto da HubSpot
Equipe de Produto da HubSpot

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

resolver

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. 

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9 Respostas 9
roisinkirby
Equipe de Produto da HubSpot
Equipe de Produto da HubSpot

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

resolver

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

0 Avaliação positiva
Ben-Thompson
Participante

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

resolver

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

Thanks 

Ben 

0 Avaliação positiva
roisinkirby
Solução
Equipe de Produto da HubSpot
Equipe de Produto da HubSpot

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

resolver

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

dami5lenky
Participante

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

resolver

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 Avaliação positiva
roisinkirby
Equipe de Produto da HubSpot
Equipe de Produto da HubSpot

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

resolver

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

0 Avaliação positiva
CMJ
Membro

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

resolver

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
Membro

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

resolver

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
Solução
Equipe de Produto da HubSpot
Equipe de Produto da HubSpot

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

resolver

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
Membro

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

resolver

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 Avaliação positiva