CRM

Ana_y
Membre

How do I find out if anybody apart from the owner contacted a lead?

We have contact owners and then we have other people from the org picking up the relationship on certain topics. Can I see "last contacted by"? I can only see time based properties. I want to be able to workflow and report who else was doing it.

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JessicaH
Ancien salarié HubSpot
Ancien salarié HubSpot

How do I find out if anybody apart from the owner contacted a lead?

Hi @Ana_y,

 

Thanks for reaching out.

Activity filters might be a good starting point for you.

 

Take care!

Jess


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