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Opportunity list latest activity

Copper Super Contributor
Posts: 125
Country: USA

Opportunity list latest activity

Sometime I look at my opportunity, I want to know when was the latest activity (email - call attempt- reach), and be able to sort them by date.

 

Thanks

Act 2010 v. 12.0.1.181 hotfix 1. -Windows 7
Silver Contributor
Posts: 1,813
Country: USA

Re: Opportunity list latest activity

The last reach date is a field that is captured at the contact leve. So, you could sort contacts that have yoru opportunities by doing a lookup of your opportunities and then sorting the contact view.

 

However, if you want to make a report that sorts Opportunity by the last "Touch" date, this would be done in an external reporting program like Crystal Reports.

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Copper Super Contributor
Posts: 125
Country: USA

Re: Opportunity list latest activity

I eneded up doing this

1. CLick opportunity

2. Click Create Lookup for Opportunity.

3. Then I have the Last Attempt and last reach. I can sort.

Act 2010 v. 12.0.1.181 hotfix 1. -Windows 7