Deal filter "last activity date" doesn't work.

Smart CRM & Sales Hub Sales Hub Tools
1

Looking at Sales Pipeline i wanna filter my deals per month: but doesn’t work.

How can i solve this issue? Is it a bug?

2

Hi @APorro,

Could you specify what exactly is not working? What are you trying to achieve?

The Last activity date property is “the last time a note, chat conversation, call, email, meeting, or task was logged for a deal”

It’s sometimes confused with Last contacted (“the last time a chat conversation, call, sales email, or meeting was logged for this deal”) and Last modified date (“the most recent date that any property on a deal was updated”).

You can find all deal properties including their definitions here: HubSpot's default deal properties

Hope this helps!

3

Hi Karsten,

thanks to reply! I’m sorry if my question was not clear. I wanna just have a view with this month deals (closed or open). How can I get it? Could you please help me?

Thanks in advance,

Alessandro

4

Hi @APorro,

In that case I’d recommend filtering by Create date, if you’re looking for deals created this month, or Close date, if you want a view of all deals expected to close this month.

Once you’ve decided and set the filters, you can save a deal view, by the way: View and filter records

Hope this helps!

5

Hi Karsten,

thanks to help us!

have a nice day,

Alessandro