Hello,
I have 2 questions.
1st how can I fetch the contacts on which there has been no activity done by sales user in a single day, Weekly, Monthly, Quarterly and Yearly.
And the second I do not have the option to export the activity log as a whole (team activity or by date activity).
So i need to fetch that also and report to my reporting manager.
Kindly let me know the solutions.
Kindest Regards,
Abbas Jafri
Hi @AbbasJafri,
You can use the property Last activity date for this. Navigate to Contacts > Lists, create an Active list, click Contact properties, search for Last activity date and set it to is more than [desired time frame]. There is also the Contact unworked? property, true if the contact has not been assigned an owner or doesn’t have any sales activity logged.
Regarding your second question, it’s currently not possible to export a timeline of sales activities, at least not that I know of. You can learn more about exports here: Export your content and data
I’d recommend working with your manager to set up a dashboard in HubSpot which shows your KPI and activity. There are a lot of default reports in the report library: Use a report from the report library
Hope this helps!
@karstenkoehler Thank You !
Yeah it helps me.