Routines / Contact History Check
Contact History Check
Every weekday morning Jane reads each rep's call list and answers questions a rep asks about any contact in chat. She reads the calls, emails, meetings and notes logged on the contact and the account, including what each note says. Before the call, the rep learns who spoke to the contact, when and what was said.
How this routine works
Works with
Bullhorn
Avionté
Greenhouse
Ceipal
HubSpot
Salesforce
Gmail
Outlook
Slack
Microsoft Teams
- 1
A call list or question arrives
Jane starts every weekday morning with each rep's call list, and whenever a rep asks about a contact in chat.
- 2
Jane reads everything logged
Jane reads the calls, emails, meetings and notes logged on the contact and the account, including what each note says.
- 3
Jane tells the rep beforehand
Before the call, Jane tells the rep who on the team spoke to the contact, when they spoke and what was said.
Questions about Contact History Check
What does the Contact History Check routine do?
Before a rep calls, it tells them whether a colleague recently called, emailed or met the contact and what was said, read from the notes and activity logged in your ATS or CRM.
Which systems does it read?
Tracker, Bullhorn, HubSpot, Salesforce and most other ATS and CRM systems, plus the shared mailboxes you connect.
Can we change how far back it looks?
Yes. The default is 60 days with a flag on anything in the last two weeks. You can set both windows.