HubSpot Ideas

SSpanier

Filter by the Owner Who Last Contacted

It would be helpful to have a property to filter deals or contacts by the person who last contacted them or enrolled them in a sequence.

 

Use Case: When contacts are enrolled in a sequence, the person enrolling should become the deal/contact owner through a workflow using this filter so that that don't need to manually assign themselves as the owner on every deal.

This will clean up the pipeline substantially because outdated users will no longer stay the deal owner or contact owner when someone new reaches out. Additionally, the deal/contact can then move through the pipe between SDR and AE without manual assigning the owner.