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Thread: Tracking last contact with prospects

  1. #1
    lduperval is offline Sugar Community Member
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    Default Tracking last contact with prospects

    Hi,

    Is there a way to automatically track when the last contacts with a client or prospect was? That way, you get a reverse-order list of people you should contact.

    Thanks,

    L

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: Tracking last contact with prospects

    As long as sales people are updating their records, the you could write a sql query that queried Contacts and Calls/Meetings and determine the last contact from that.

    But there is no very simple way to do it.

    It's not a complex query .. try iReport and Zucker

  3. #3
    lduperval is offline Sugar Community Member
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    Default Re: Tracking last contact with prospects

    OK, thanks, I will look into that.

    L

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