CRM

SNerz
Teilnehmer/-in

Contacts timelines / Dormant Accounts

lösung

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 Akzeptierte Lösung
NicoleSengers
Lösung
Ratgeber/-in | Elite Partner
Ratgeber/-in | Elite Partner

Contacts timelines / Dormant Accounts

lösung

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

Lösung in ursprünglichem Beitrag anzeigen

2 Antworten
NicoleSengers
Lösung
Ratgeber/-in | Elite Partner
Ratgeber/-in | Elite Partner

Contacts timelines / Dormant Accounts

lösung

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
Teilnehmer/-in

Contacts timelines / Dormant Accounts

lösung

Thank you Nicole. 

0 Upvotes