Filter contacts in CRM by "Last contacted by"

SOLVE
ploklue
Participant

Is there a way for me to filter contacts by a "last contacted by"?

 

I'd like to see all the contacts that my coworker - who left the company - contacted last. We aren't the best at updating company owner in Hubspot CRM, so there are some contacts that are under a different owner that he contacted last.

 

Is there a way for me to find these contacts? Thanks.

1 Accepted solution

Accepted Solutions
Tnichs
Solution
Top Contributor | Platinum Partner

Hi,  there are some activity reports in the report library that will help here.  Note, that the activity data isn't against the contact record so you can't use the normal filters.

 

Go to the report library and search on 'Activity'. then you'll see some pre built reports that could help.  If not, create a custom report and use the 'Activity assigned to' or 'Activity assigned by' and then 'activity type' and 'activity date fields.

 

Screenshot 2020-04-22 09.13.12.pngScreenshot 2020-04-22 09.13.02.png

 


klood digital, creating gameplans for SaaS Success

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3 Replies 3
Tnichs
Solution
Top Contributor | Platinum Partner

Hi,  there are some activity reports in the report library that will help here.  Note, that the activity data isn't against the contact record so you can't use the normal filters.

 

Go to the report library and search on 'Activity'. then you'll see some pre built reports that could help.  If not, create a custom report and use the 'Activity assigned to' or 'Activity assigned by' and then 'activity type' and 'activity date fields.

 

Screenshot 2020-04-22 09.13.12.pngScreenshot 2020-04-22 09.13.02.png

 


klood digital, creating gameplans for SaaS Success

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ShayB
Participant

I too am looking to create a "Last Contacted By" (Hubspot User) property on the Contact record. Trying to do it with "Activity Created by" in workflows appears to be impossible.

0 Upvotes
PamCotton
Community Manager

Hello @ShayB 

 

At the moment, workflows and contact records won't show the option of filtering by "Last Contacted By".

 

Workflow activities filters by: 

 

Workflow ActivityWorkflow Activity

 

My recommendation would be that what @Tnichs referred to would be the best workaround to identify this property.

 

Thank you,

 

Pam

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