Reporting on prospects contacted

Smart CRM & Sales Hub CRM
1

Hi,

New tro Hubspot.

Is there a way to see how many of our prospects have been contacted by sales staff? We have underaken an email campaign and then they should be following up with calls and its that that i need to see. They add notes each time they access a prospects details.

2

Hi @KButland,

In a list or filtered contact view, you could look at these properties:

  • Last activity date: the last date and time a note, call, tracked and logged sales email, meeting, LinkedIn/SMS/WhatsApp message, task, or chat was logged on the contact record. This is set automatically by HubSpot based on the most recent date/time set for an activity. For example, if a user logs a call and indicates that it occurred the day before, the Last activity date property will show yesterday’s date.
  • Last contacted: the last date and time a chat conversation, call, sales email, meeting, or manually entered LinkedIn 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.

They wouldn’t necessarily show you that the activity or contact was about your recent email campaign – but I’d assume that this is very likely and what matters is that it happened, not whether it was about the campaign.

In lists, you could add a filter, change the ‘Filtering on’ dropdown from contact to activity and filter for activities of type ‘Note’ within a specific date range and containing certain keywords, if you want to be super precise.

Best regards