Filter contacts in CRM by "Last contacted by"SOLVE
Apr 22, 2020 3:18 AM
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.
Solved! Go to Solution.
Apr 22, 2020 4:13 AM
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.