Cross Object Reporting Calls & CompaniesSOLVE
Oct 28, 2020 10:08 AM
I'm trying to find a solution to the limitations to cross object reporting.
User Story: As a sales company I would like to see all owned companies that have not been contacted "this month".
- My current solution is to create a workflow to flip a property that I can key off of based on the time stamp of "last logged call is less than 30 days ago. Since Last Logged Call is associated to the company and the call is associated to an activity, all active date filters (I.E. this month, this week) are lost.
Solved! Go to Solution.
Oct 29, 2020 4:25 PM
We've just started implementing it in our own business (we're a HubSpot Agency based in New Zealand).
We're looking at Account Based Marketing (ABM) for outbound sales & marketing.
I'm picking it will work for you right out of the box.
There are different views and reports for dashboards.
The thing I like is the high level view accross the "target account".
Have a play!