Community
Showing results for 
Search instead for 
Do you mean 
Reply

Opportunity report showing last contact with Customer??

Copper Contributor
Posts: 49
Country: United States

Opportunity report showing last contact with Customer??

Hello -

Does anyone know if there is a way to export the date of the last time a contact was contacted in the opportunities list that can be exported to Excel?  Right now, I can show how many days open the opportunity is, but would like to know when the last time the customer has been contacted.  I assume this would have to come from the History tab in some form.  Your help is greatly appreciated.

 

Rick

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Opportunity report showing last contact with Customer??

Check out Lookup Contact Activity on the Lookup menu.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 49
Country: United States

Re: Opportunity report showing last contact with Customer??

That is pulling up all of our contacts that we have made changes to.  I am looking for a way to get data on just those listed in our opportunities that are OPEN.  We want to see the activity of those that have open oppotunities and when they were last contacted.