Managing follow ups better by reporting on Last Activity / Contacted date

[Jesse_Miller]

I'm trying to experiment with better ways to manage following up on Deals. I am currently trying to build a report/dashboard that allow me to report on Deals that are open but have not been contacted or had activity in the last 5 days. I know I can get the Last Activity and Contacted dates but am not able to filter on a rolling 5 days. Any ideas or other suggestions on how to manage this? 

[MFrankJohnson · Accepted solution]

Q: I'm trying to experiment with better ways to manage following up on Deals. I am currently trying to build a report/dashboard that allow me to report on Deals that are open but have not been contacted or had activity in the last 5 days. I know I can get the Last Activity and Contacted dates but am not able to filter on a rolling 5 days. Any ideas or other suggestions on how to manage this? ?

Short A: Use a HubSpot list to solve for criteria that includes rolling dates.

Longer A:

This thread speaks to deals, but the concept is the same -- i.e., use a HubSpot list to solve for criteria that includes rolling dates.

- see Opportunities without Appointments Report

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Best,
Frank

Author "Perfect HubSpot" Series

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