Last Contacted by Sales Consultants

JonahWilson-GK3 — Fri, 09 Dec 2022 17:24:29 GMT

We'd like to be able to setup a "Last Contacted by Consultants" date property so we can track Sales Consultant activity with existing customers.

Often, our existing customers have support tickets in or back and forth 1:1 emails with support and it ends up muddying the waters of the "Last Contacted" field that is setup by default.

I'm curious if a workflow as show would work. Is there any kinks to work out? My biggest concern is making sure contacts re-enroll as new activity (calls, meetings and emails) are created.

Betreff: Last Contacted by Sales Consultants

MiaSrebrnjak — Mon, 12 Dec 2022 18:18:40 GMT

Hi @JonahWilson-GK3,

Thank you for reaching out to the Community!

I wanted to tag in a couple of subject matter experts to see if they have any advice or feedback:

hi @Phil_Vallender, @Aakar, @Dan1, do you have any workflow advice for Jonah? Thank you!

Cheers
Mia, Community Team

topic Betreff: Last Contacted by Sales Consultants in 💬 RevOps Discussions

Last Contacted by Sales Consultants

Betreff: Last Contacted by Sales Consultants