Last contacted by field

Status: Idea Submitted

An activity property showing the last ‘activity by’ available in lists or workflows is ideal for syncing over to contact properties and reporting on. For example, our sales teams and managers could easily see who in the team last engaged with the contact from a dashboard/list/contact page. Secondly, auto-assigning the owner/tracking who ‘owned’ who and when allows for up-to-date Target and more powerful KPI reporting.

Our use case: We have been trying to automate a contact’s owner based on who within our internal sales teams last contacted them. For example, we have a Business Development team who picks up the initial communication; I’ve hit a roadblock trying to auto-assign these leads to the last engaged employee. Asking sales to manually update the ‘owner’ as we move along the pipeline, leaves room for error and will make reporting on who contacted/closed what challenging to do.

This would be a great feature to include. We have had people leave our company and were the most recent person to send an email to a contact and we would like to be able to sort by this so that we can clean up our contact database.

In agree 100%. I’m disappointed I can’t setup a workflow to assign the contact owner (if there is none) based on who just sent them an email. When can this be added please?