{"id":726,"date":"2024-09-18T20:19:32","date_gmt":"2024-09-18T20:19:32","guid":{"rendered":"http:\/\/doublebmonograms.com\/?p=726"},"modified":"2024-09-19T00:26:30","modified_gmt":"2024-09-19T00:26:30","slug":"sales-rep-part-of-2-business-units-but-cant-report-on-activity-of-extra-team-business-unit","status":"publish","type":"post","link":"http:\/\/doublebmonograms.com\/index.php\/2024\/09\/18\/sales-rep-part-of-2-business-units-but-cant-report-on-activity-of-extra-team-business-unit\/","title":{"rendered":"Sales Rep Part of 2 business units, but can&#039;t report on activity of extra team\/business unit"},"content":{"rendered":"<p><P>We utilize HubSpot&#8217;s Business Unit feature.<\/P><P>&nbsp;<\/P><P>We have a sales rep who works across 2 business units. This means he sends email, has meetings, and creates deals across 2 business units and 2 sales pipeline.<\/P><P>&nbsp;<\/P><P>Tracking deal activity isn&#8217;t difficult because it relies on the Pipeline filter when reporting.<\/P><P>&nbsp;<\/P><P>However, we currently have no way of tracking his activity between the 2 business units. Every email or call he logs is automatically categorized under his &#8220;primary&#8221; business unit, even if its in relation to the other business unit.<\/P><P>&nbsp;<\/P><P>Am I missing something? Is there a way I can view his activity for only a specific business unit? Is there a way to make sure that certain activities are logged\/categorized under a specific business unit?<\/P><P>&nbsp;<\/P><P>Thank you.<\/P><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We utilize HubSpot&#8217;s Business Unit feature.&nbsp;We have a sales rep who works across 2 business units. This means he sends<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[11],"tags":[],"_links":{"self":[{"href":"http:\/\/doublebmonograms.com\/index.php\/wp-json\/wp\/v2\/posts\/726"}],"collection":[{"href":"http:\/\/doublebmonograms.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/doublebmonograms.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/doublebmonograms.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/doublebmonograms.com\/index.php\/wp-json\/wp\/v2\/comments?post=726"}],"version-history":[{"count":1,"href":"http:\/\/doublebmonograms.com\/index.php\/wp-json\/wp\/v2\/posts\/726\/revisions"}],"predecessor-version":[{"id":727,"href":"http:\/\/doublebmonograms.com\/index.php\/wp-json\/wp\/v2\/posts\/726\/revisions\/727"}],"wp:attachment":[{"href":"http:\/\/doublebmonograms.com\/index.php\/wp-json\/wp\/v2\/media?parent=726"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/doublebmonograms.com\/index.php\/wp-json\/wp\/v2\/categories?post=726"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/doublebmonograms.com\/index.php\/wp-json\/wp\/v2\/tags?post=726"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}