What determines "last activity date" on a deal?

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LLundström
Member

I'm trying to find what defines the last activity date on the deal and if it is possible to edit? At least I assume that is the field which appears on deals as "inactive for x days"?

I have a situation where a deal has been created on July 6 but the last activity date says June 18, hence it says the deal has been inactive for a number of days even though it was just created. Anybody has an explanation/solution?

Thanks in advance!
/Lotta

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karstenkoehler
Solution
Hall of Famer

Hi @LLundström,

 

The Last activity date refers to the the last time a note, chat conversation, call, email, meeting, or task was logged for a deal. This is updated automatically by HubSpot and can't be edited. And yes, this is also the property that HubSpot checks for "Inactive for ... days" notice.

 

If this date is before the Create date of a record, you probably chose to associate activities from other records during the deal creation:

 

karstenkoehler_0-1625640447140.png

 

Without this association, HubSpot wouldn't have anything to measure last activity by. Since there are past activities from the contacts or company, HubSpot will say that this deal has been inactive. (I agree that this is not perfectly intuitive.) If you want to remove the "Inactive for ... days" notice, simply log a note.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

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karstenkoehler
Solution
Hall of Famer

Hi @LLundström,

 

The Last activity date refers to the the last time a note, chat conversation, call, email, meeting, or task was logged for a deal. This is updated automatically by HubSpot and can't be edited. And yes, this is also the property that HubSpot checks for "Inactive for ... days" notice.

 

If this date is before the Create date of a record, you probably chose to associate activities from other records during the deal creation:

 

karstenkoehler_0-1625640447140.png

 

Without this association, HubSpot wouldn't have anything to measure last activity by. Since there are past activities from the contacts or company, HubSpot will say that this deal has been inactive. (I agree that this is not perfectly intuitive.) If you want to remove the "Inactive for ... days" notice, simply log a note.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

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LLundström
Member

Thanks Karsten! We recently migrated into Hubspot and the association you mention was probably made then. I agree, a simple log of a note should do the trick.

karstenkoehler
Hall of Famer

Nice! If you consider this thread closed, you can help the community by marking my post as a solution. I'd appreciate it 🙂

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

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