06-29-2010 03:51 PM - edited 06-29-2010 03:52 PM
Our sales team considers a prospect is "locked" (meaning belonging to a specific sales rep) if they have made contact within a certain amount of time. Right now that means active notes within 30 days. However when doing queries and dynamic groups, date of the last note is not an option. What is the easiest way to make sure there has been activity within 30 days? Completed calls? Activities are not always scheduled...is this something we are going to need to change in order to manage this?
06-29-2010 06:58 PM
You dont' need to schedule an activity to make a history. Keyboard shortcut CTRL+H will bring up the record history dialog box. Based upon the type of selection, this will populate the last email, last contact, etc.
Use notes for background information, but not recording things that have happened (like calls, meetings). History is what you need.
06-30-2010 07:36 AM - edited 06-30-2010 07:39 AM
Welcome to the ACT! Online Community. There are a couple of methods you can use to look up contact activity:
- Go to Lookup > Contact Activity from the main menu. This will let you look up contacts who have had changed data in various areas within the last X number of days
- There are some fields that are updated when certain activities are cleared or actions performed, such as Last Reach, Last Meeting, Last Letter Date, Edit Date, and Last Edited By. You may be able to find what you need by doing lookups or advanced queries on these fields.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.