Accounts Not Touched in 90 days
SOLVE
1 Accepted solution
Accounts Not Touched in 90 days
SOLVEHi @PerryP,
There are a couple of ways to accomplish this depending on what you classify as an account, but the overall approach is the same. Create a custom report across objects. In this example, Companies and Activities. You would then create a filter shown below (or similar). Lifecycle is a customer and activity filter of date more than 30 but less than 90. You'd have to create a separate report for your more than 90 days one.
For your data on the report, you'd add whatever properties you need to see and probably use an unsummarized data table.
Keep in mind you'll either need the reporting add-on or a Pro/Enterprise portal.
Let me know if you have any issues.
Josh
 | Did this post help solve your problem? If so, please mark it as a solution. |
 | Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.  HubSpot Platinum Partner & HubSpot Certified Trainer |
Accounts Not Touched in 90 days
SOLVEHi @PerryP,
There are a couple of ways to accomplish this depending on what you classify as an account, but the overall approach is the same. Create a custom report across objects. In this example, Companies and Activities. You would then create a filter shown below (or similar). Lifecycle is a customer and activity filter of date more than 30 but less than 90. You'd have to create a separate report for your more than 90 days one.
For your data on the report, you'd add whatever properties you need to see and probably use an unsummarized data table.
Keep in mind you'll either need the reporting add-on or a Pro/Enterprise portal.
Let me know if you have any issues.
Josh
| Did this post help solve your problem? If so, please mark it as a solution. |
| Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer |
