How to know last time a client was contacted?

elias_sanchez
Member

Is it possible to get a report that informs last time a client was contacted?

We need to call our clients once every 2 weeks, and it would awesome to report last days clients were called or emailed.

 

Regards,

0 Upvotes
1 Reply 1
MFrankJohnson
Thought Leader


2000px-Ok_sign_font_awesomeDoes my post help answer your question?

Help the Community by marking it as SOLVED

 

Q: How to know last time a client was contacted?

 

Short A: Filter your view on 'Last Activity Date'. (see image)

hubspot-crm-contact-last-activity-date.png

 

Longer A: n/a

 

Does that help solve your question? 

share-on-Linkedin-Button-75x19.png 


hubspot-forum-signature-badge-v01.png

www.MFrankJohnson.com

 

Remember to include @MFrankJohnson in your message if you'd like me to reply.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

0 Upvotes