CRM

ploklue
参加者

Filter contacts in CRM by "Last contacted by"

解決

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件の承認済みベストアンサー
Tnichs
解決策
トップ投稿者 | Diamond Partner
トップ投稿者 | Diamond Partner

Filter contacts in CRM by "Last contacted by"

解決

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, become the HubSpot Hero

元の投稿で解決策を見る

3件の返信
ShayB
参加者

Filter contacts in CRM by "Last contacted by"

解決

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.

PamCotton
コミュニティーマネージャー
コミュニティーマネージャー

Filter contacts in CRM by "Last contacted by"

解決

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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Tnichs
解決策
トップ投稿者 | Diamond Partner
トップ投稿者 | Diamond Partner

Filter contacts in CRM by "Last contacted by"

解決

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, become the HubSpot Hero