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Last contacted record, activity date.

New Member
Posts: 9
Country: UK

Last contacted record, activity date.

I wonder if anyone can help me. I do not want to browse the each individual record in our data base to see the last activity was made. I would like to run the report, which will create me a list of records against information of our sales reps. were last contact was made. For example

Client 1 - last contacted two months ago
Client 2 - last contacted three months ago
Client 3 - last contact four months ago

and so on. Is there a tool, which might remind my sales reps. automatically, do contact this and this client, as it has not been contacted by you for several weeks ? Can I set up the date, that for example if my sales reps. do not contact 7 days, if there are no activities under the record for 7 days, a friendly reminder, message will come up saying please do contact the client ??

I hope this is not that complicated, but I would really love to know whether there is such thing, as it would really help me managing records.

Thank you in advance for your help.

Regards,

TK

 

Nickel Elite Contributor
Posts: 595
Country: USA

Re: Last contacted record, activity date.

Have you tried Lookup | Contact Activity?
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com