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Contacts Activity History - How to find out what was the first interaction easily?

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Hi,

 

While I'm analyzing contacts, it always bothers me to scroll down at the very bottom of the activity history to find out what was the channel the contact came from.

Is there an easy way for me to just get to the bottom of the activity history and/or get a property updated with the first interaction info?

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Community Thought Leader

>>"Is there an easy way for me to just get to the bottom of the activity history and/or get a property updated with the first interaction info?"

 

Have you considered dragging the Original Source, Original Source Drill Down 1, and Original Source Drill Down 2 properties higher on your contact record screen?

 

Would that help?

 

Here's where we keep ours so we don't get scroll-hand. Smiley Happy

- see imagehubspot-ui-2019-contact-view-with-original-source-moved-to-top-gif.gifHubSpot Original Source Properties Moved To Top of Contact Record

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


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MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

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1 Reply
Community Thought Leader

>>"Is there an easy way for me to just get to the bottom of the activity history and/or get a property updated with the first interaction info?"

 

Have you considered dragging the Original Source, Original Source Drill Down 1, and Original Source Drill Down 2 properties higher on your contact record screen?

 

Would that help?

 

Here's where we keep ours so we don't get scroll-hand. Smiley Happy

- see imagehubspot-ui-2019-contact-view-with-original-source-moved-to-top-gif.gifHubSpot Original Source Properties Moved To Top of Contact Record

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

HubSpot Smart Pages

hubspot-solutions-signature-pricing-options-v01.png

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