Looking at List of Contact properties, I wonder if I can have "First Contacted Date." - opposed to Last Contacted ( the last time a call, email, or meeting was logged for a contact. This is set automatically by HubSpot based on user actions in the contact record.) Any ideas? Thanks!
This gives several firms that have inbound leads more power from a manager and rep perspective in seeing how fast their team is contacting new inbounds. This is a must have a feature that should be added ASAP.
However,they only refer to marketing emails. We need the equivalent fields for direct emails. This is extremely important for attributing contacts to a deal owner, as it would depend on when they first contacted. For example, if they contacted before creating an account or not.
First contacted date, should be a default property no doubt.
As a workaround until they make this default, you can create a workflow that copies "last contacted" to a custom contact property (and just don't allow contactsd to enroll in this workflow).
@teddy last contacted is updated everytime a sales email is sent or call is logged in CRM. If you can have "last contacted" copied over to 'first contacted' (contact property) the first time 'last contacted' is updated, then you will then have first contacted updated.
Also note, that you would want to include 'create date' is after yesterday or today, because we don't want 'last contacted' of older contacts to be copied over (which 'last contacted' for these contacts is not likely the first time the contact has been contacted).
@paulschmidt struggling to copy `last contacted` to `first contacted` through workflow, seems as those the copy contact property feature won't allow first contacted? Did you see the same issues
Really keen for this request to be picked up by Hubspot. If anyone here hasn't already, please upvote this post - it's the same idea, just slightly more votes so far.
You can create a workflow but it will only give you the date (not the time).
So the support told me this (translated from german): Unfortunately the workflow action of the date stamp only sets the date and not the time. You can see the exact time when the change was made and also export the property history. This comes with a list of the times when the property was set.
This is a critical need, how can we measure performance and adherence if we cant report on quickly a call is completed with date and time, againts created date and time. It is expected that our sales team is make a call within 15 mins of contact record creation, meausre by first phone call attempt.
Toutes les entreprises veulent connaitre le temps de réponse de leur équipe commerciale. Tous les CRM devraient avoir la propriété de "premier contact".
Encore une fois, Hubspot est inférieur aux autres CRM et la personnalisation est très limitée.
Il n'y a rien de compliqué à créer et mettre en place cette fonctionnalité, mais comme d'habitude, Hubspot ne s'intéresse pas aux discussions présentes dans les forums. On nous fait croire que que nous pouvons faire avancer les choses, mais je n'ai jamais vu une réponse positive de leur équipe !
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