Hey Community, In my company we often have customer meetings together but only the person who sends the invitation is given the "credit" on the reports of executed and planned meetings Furthermore, I found out that if the customer sends you read more
Thanks for the tag @BérangèreL . I wish I had a use-case for an answer for you @Hildegaard , but we don't measure meetings in that way here at Impu...read more
Hi HubSpot Community, I am trying to create a report for our BDR's who are booking demos through a HubSpot meeting link that is connected to their account executives calendar. Has anyone successfully done this? Ideally the report would show read more
Our team needs to be able to report on the amount of time spent in meetings with a client - for purposes during the sales cycle and customer support post sale. Meeting duration is a property on meetings but not able to be pulled into reports. I read more
Hi! My sales reps often have meetings together, and we want to be able to credit each individual sales rep for every meeting they have - inlcuding ones they have with other sales reps. Is there any way to report on meetings so it pops up in reports read more
Hi @BKelly710 . Have you submitted this to the ideas forum here ?
I'm looking at the Sales Activities reports in Analytics Tools, and you ca...read more
I am in charge of logging meeting for my company and I want to pull reports that show which meetings an individual participated in, not all the assciate contacts. Is there a way to change the person that the activity is associated with if I am logg read more
Hi all! I'm trying to create a report where I can track the total number of meetings booked every day via the HS booking link. I have created a common meeting link that includes the calendar of all sales executives. The report I get contains the da read more
Hi @Nishant_Singh16 ,
This can be done with the custom report builder , available in Professional and Enterprise portals. Navigate to Menu ...read more
Our sales team is not currently using the meetings scheduling tool in Hubspot. I would like to understand: 1) How many leads result in meetings. Most customers who submit a "Contact sales" form are enrolled in a sales outreach sequence. Woudl l read more
Hi @prideandjoy ,
The first question is best answered if via a lifecycle stage. HubSpot is not very good at looking the percentage of people w...read more