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

SOLVE
Leena
Member

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?

0 Upvotes
1 Accepted solution

Accepted Solutions
MFrankJohnson
Solution
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. 🙂

- see imageHubSpot Original Source Properties Moved To Top of Contact RecordHubSpot 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.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

0 Upvotes
1 Reply 1
MFrankJohnson
Solution
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. 🙂

- see imageHubSpot Original Source Properties Moved To Top of Contact RecordHubSpot 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.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

0 Upvotes