How do i create a view to show customers that have never been contacted?

Smart CRM & Sales Hub CRM
1

We have imported data from an old CRM and are adding data all the time. To make sure all of our customers are being contacted i wanted a view to show each sales rep a list of their contacts that have never been contacted in hubspot or not been contacted in the last 3 months? I can only see a filter to show if they have been contacted not the other way round. Please can someone let me know if it is possible.

2

Hi @JHarwood8,

The filter you’re looking for is

Last contacted is unknown AND Next activity date is unknown

OR

Last contacted is more than 90 days ago AND Next activity date is unknown

Screenshot:

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Definitions:

Last contacted: the last date and time a chat conversation, call, sales email, meeting, or message was logged for the contact. This is set automatically by HubSpot based on the latest date of activities in the record. For example, the Last contacted property in the record will show yesterday’s date when a user logs a call that occurred the day before.

Next activity date: the date of the next upcoming activity for the contact. This is set automatically by HubSpot based on user actions in the contact record. This includes logging a future call, sales email, or meeting, scheduling a future meeting, or scheduling a task to be completed in the future. Emails and tasks scheduled in a sequence do not update this property.

Here’s how you can create such a filtered view for any object: View and filter records

Best regards