Filter contacts by activities' of salesmen (contacted by:..., called: by, enrolled in sequence by:..

Smart CRM & Sales Hub CRM
1

Hi all,
Is there any ways that we can apply filters to know which contacts that I myself contacted via either email, call, or even sequence.
Since sometimes the contact owner and SDR owner are kind of messy and not accurate.

2

Hi @DaveDong,

Yes, some of what you’re asking can be done with a contact list. In lists, you can filter for Activity properties:

karstenkoehler_0-1654749760646.png
karstenkoehler_0-1654749760646.png404×532 20 KB

You can then use this list in filtered views on the contact index page (Menu > Contacts > Contacts) by setting up a filter for list membership. Sequences cannot be referenced that way.

If there’s usually only one person working a contact, you can filter for Last sequence enrolled (this only accepts the sequence ID, not the sequence name). Technically it could’ve been sent by another user than shown in the screenshot, however, if you add with an AND operator.

Hope this helps!