CRM

Sofi111
Member

How many contacts historically

SOLVE

Is there a way to add a filter in order to see how many contacts have been assigned to a user over a period of time?

 

Im trying to see how many new lead enquiries have been assigned to each user so I can see how many leads a sales user has had within the space of 1 month or so?

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1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

How many contacts historically

SOLVE

Hi @Sofi111

 

You are right. If the contact has been reassigned then I think the only place where the history of that value will be visibile is on the individual contact record in the property history. 

 

Sorry my solution was not quite what you are looking for.

Phil Vallender | HubSpot Website Agency

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4 Replies 4
Phil_Vallender
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

How many contacts historically

SOLVE

Hi @Sofi111

 

The property 'Owner assigned date' stores the date of the most recent owner assignement. So, if you filter on this and the owner name, you should be able to get what you need. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
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Sofi111
Member

How many contacts historically

SOLVE

The problem is, that if the user has then assigned the contact to another user it will not show the original.

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

How many contacts historically

SOLVE

Hi @Sofi111

 

You are right. If the contact has been reassigned then I think the only place where the history of that value will be visibile is on the individual contact record in the property history. 

 

Sorry my solution was not quite what you are looking for.

Phil Vallender | HubSpot Website Agency
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MFrankJohnson
Thought Leader

How many contacts historically

SOLVE

Removed - Unresponsive

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
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