Workflow Record Last Date Activity by Team
Oct 14, 2020 10:38 AM
Inside the company I work for, the financial team also uses Hubspot to log all their activities with a Customer. Knowing this, I need to create a report to look at the Last Date someone from the Financial Team talked with a client and also to check the ones that we did not talk within a specific date range (for example, how many customers don't have any activity from the Financial Team in the last quarter).
I cannot use the default 'Last Activities Date' properties from Hubspot, because over there I'll also have information from the Sales Team and all the other users.
So, my idea was to create a workflow that filters and check if the last activity logged for a company is from the Financial Team, but this doesn't work (or I wasn't able to make it work), because it checks for 'at least one associated activity has' - not only the last activity.
Please, can I get some help on how I can do this? It's not necessary to use a custom property or workflow, I just need to be able to filter and show this information.