We know that it’s important for you to know the last time you interacted with someone and the next time you’re planned to get in touch with them. So, we’ve added next and last activity dates to each lead, contact, organization, opportunity and project. This improvement is extremely helpful in that it allows you do a couple of things:
- You can run a report or a filter to identify leads, contacts, organizations, opportunities and projects that haven’t been interacted with in the last 7 days or whatever time frame you specify.
- You can run a report or a filter to identify leads, contacts, organizations, opportunities and projects that don’t have a follow up task or event.
- And, once you’ve identified these items, you edit them in bulk to ensure they are receiving the attention that they need or are closed out.
In case you’re wondering, this improvement is available on all plans and for all user types. Learn more about it in our help articles. If you like this update, be sure to like and share it on social media!
