04-06-2011 02:20 PM
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.
04-06-2011 02:48 PM
Check out Lookup Contact Activity on the Lookup menu.
04-07-2011 02:40 PM
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.