Hi,
I want to make a sales activity report that count contacts that were contacted for the first time. including calls, sequences, email, logged meeting.
“First engagement date” doesn’t seem to include sequence.
“last contacted” is great but i’d like “first time contacted” type.
Is there a way? Thanks
Hey @dmattauch, thank you for posting in our Community!
It sounds like you’re looking to create a sales activity report in HubSpot that accurately captures contacts for the first time, including various interactions like calls, sequences, emails, and meetings.
In HubSpot, to track “first time contacted” across all channels, you can use a combination of tools and settings. I want to invite our top experts, @TomM2 @HubDoPete any recommendations from @dmattauch matter?
Thank you,
Pam