CRM

SNerz
Participant

Contacts timelines / Dormant Accounts

SOLVE

Hello,

 

I was wondering if Hubspot offeres anything similar to Pipedrive's contacts timeline. Not where you can just filter by last activity, but where you can look at contacts or companies and set a frequency of how often you need to be in contact and then the system will tell you which customers are not matching that so you can focus on reaching out. 

 

SNerz_0-1632133922445.png

Thanks.

0 Upvotes
1 Accepted solution
NicoleSengers
Solution
Guide | Elite Partner
Guide | Elite Partner

Contacts timelines / Dormant Accounts

SOLVE

Hi @SNerz 

 

This "Pipedrive" visual view of activity isn't available but with the fact that multiple lead scores can be created, you can create those numbers and see that data using lead scoring. And then add those lead scores to the sidebar or a custom card in your CRM so it is easy to find.

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

Kind regards,
Nicole Sengers

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2 Replies 2
NicoleSengers
Solution
Guide | Elite Partner
Guide | Elite Partner

Contacts timelines / Dormant Accounts

SOLVE

Hi @SNerz 

 

This "Pipedrive" visual view of activity isn't available but with the fact that multiple lead scores can be created, you can create those numbers and see that data using lead scoring. And then add those lead scores to the sidebar or a custom card in your CRM so it is easy to find.

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

Kind regards,
Nicole Sengers
SNerz
Participant

Contacts timelines / Dormant Accounts

SOLVE

Thank you Nicole. 

0 Upvotes