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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.
Contributeur de premier rang | Partenaire solutions Diamond
Filter contacts in CRM by "Last contacted by"
Résolue
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.
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.
Contributeur de premier rang | Partenaire solutions Diamond
Filter contacts in CRM by "Last contacted by"
Résolue
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.