Contacts timelines / Dormant Accounts

Smart CRM & Sales Hub CRM
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1

Hello,

I was wondering if Hubspot offeres anything similar to Pipedrive’s contacts timeline. Not where you can just filter by last activity, but where you can look at contacts or companies and set a frequency of how often you need to be in contact and then the system will tell you which customers are not matching that so you can focus on reaching out.

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Thanks.

2

Hi @SNerz

This “Pipedrive” visual view of activity isn’t available but with the fact that multiple lead scores can be created, you can create those numbers and see that data using lead scoring. And then add those lead scores to the sidebar or a custom card in your CRM so it is easy to find.

3

Thank you Nicole.