CRM

KariAlder
Participant

Engagement on Company Record?

SOLVE

We have implemented an initiative wherein our sales team needs to make contact with a certain number of Companies per quarter. We've just realized that the 'Last Engagement' property only applies to Contacts. This seems silly because if a Contact has been recently engaged with, it seems the associated Company would reflect that engagement. Nonetheless, I've done some searching, without success, so just wanted to ask if there is something I am missing. Is there a way to identify interaction/engagement on a Company record?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Engagement on Company Record?

SOLVE

Hi @KariAlder,

 

Wouldn't this property work in your scenario as well?

 

Last contacted: the timestamp from the most recent chat conversation, call, email, or meeting logged for this company. This is set automatically by HubSpot.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Ktamir
Contributor | Platinum Partner
Contributor | Platinum Partner

Engagement on Company Record?

SOLVE

Hi,

You can use last activity date: 

Ktamir_0-1742302333085.png

 

Or last contacted.

 



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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Engagement on Company Record?

SOLVE

Hi @KariAlder,

 

Wouldn't this property work in your scenario as well?

 

Last contacted: the timestamp from the most recent chat conversation, call, email, or meeting logged for this company. This is set automatically by HubSpot.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes
KariAlder
Participant

Engagement on Company Record?

SOLVE

Yes!!  Thank you!

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