💬 RevOps Discussions

JonahWilson-GK3
Participant | Platinum Partner
Participant | Platinum Partner

Last Contacted by Sales Consultants

We'd like to be able to setup a "Last Contacted by Consultants" date property so we can track Sales Consultant activity with existing customers.

 

Often, our existing customers have support tickets in or back and forth 1:1 emails with support and it ends up muddying the waters of the "Last Contacted" field that is setup by default. 

 

I'm curious if a workflow as show would work. Is there any kinks to work out? My biggest concern is making sure contacts re-enroll as new activity (calls, meetings and emails) are created.

 

LastContactedConsultants-WF.png

0 Upvotes
1 Reply 1
MiaSrebrnjak
Community Manager
Community Manager

Last Contacted by Sales Consultants

Hi @JonahWilson-GK3,

 

Thank you for reaching out to the Community!

I wanted to tag in a couple of subject matter experts to see if they have any advice or feedback:

hi @Phil_Vallender@Aakar@Dan1, do you have any workflow advice for Jonah? Thank you!

 

Cheers
Mia, Community Team

 


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