topic Report on previous owner in Sales Hub Tools

Report on previous owner

vc16 — Fri, 27 May 2022 04:17:04 GMT

Would be great if you could report on the previous owner of a record (salesforce allows you to do this)

Re: Report on previous owner

karstenkoehler — Fri, 27 May 2022 04:41:21 GMT

Out of the box, this is not possible. With Operations Hub Professional, you could populate your own custom "Previous record owner" field, looking up the previous value and storing it in another property.

Alternatively, you can always access this information through the property history of a record or even all records (via export), see here: https://knowledge.hubspot.com/crm-setup/view-property-history

Reports only look at the current value in a field. I can how this would be useful and you could submit a request to the HubSpot Ideas section of the community. The product team reviews these requests based on their popularity.

Hope this helps!

Re: Report on previous owner

HStepan — Wed, 20 Dec 2023 19:41:21 GMT

karstenkoehler If I created my own custom "Previous record owner" field. How do I look up the previous deal owner value and store it in another property using a workflow? Or would this have to be a manual thing?