Change of Owner Time Stamp on Company/Contact/Deal

afotino
Participant

It would be great to show a time stamp and date of when a contact, company, or deal owner was changed by who and to whom it was re-allocated to on the contact, company, or deal feed. That would be a bit cleaner than having to click through on the property history button. 

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MFrankJohnson
Thought Leader


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Q: Where is change of Owner Time Stamp on Company/Contact/Deal? (original question)

 

Short A: All of the info you're looking for is contained in the detail of each Company/Contact/Deal.

 

Longer A:

If you click on the 'History' button you will be presented with a slide-out that shows when historical changes were made and the source of those changes -- e.g., workflow or HubSpot user. (see image)

hubspot-crm-contact-owner-history.png

 

Important Note: HubSpot users are automatically notified (by default) when assigned a contact.

 

Hope that helps. 

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Please include @MFrankJohnson if you'd like me to respond.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

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Hope that helps.

 

Be well,
Frank


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afotino
Participant

Thank you, I appreciate the reply. I should've been more specific, looking for that information to display on the company or contacts feed. 

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MFrankJohnson
Thought Leader

Currently not available.

 

This info, if included in the Contact / Company / Deal feed would quickly become burried in all the other Contact / Company / Deal activity. Ultimately, you'd need to search for the requested info only to be presented with owner timestamp activity in a less structured listing than the current solution.

 

Good luck with your projects.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

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