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.
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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