HubSpot CRM Notes by Owner

How to track Notes by Owner in Databox?

Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.

To track Notes by Owner using Databox, follow these steps:

1. 1

   Connect HubSpot CRM that contains the metric you want to track
2. 2

   Select the metric you want to track from the list of available metrics
3. 3

   Drag and drop the selected metric onto your dashboard
4. 4

   Watch your dashboard populate in seconds
5. 5

   Put Notes by Owner on the Performance screen
6. 6

   Get Notes by Owner performance daily with Scorecards or as a weekly digest
7. 7

   Set Goals to track and improve performance of Notes by Owner