Any suggestions for how to identify organisations inactive organisations?

Paddy Orrell
Paddy Orrell Posts: 22
edited July 24 in Business Talk #1

Can anyone support with a good suggestion for how to identify organisations that haven't had any activity (deals added, e-mails sent, changes to the organisation data or other associated activities) after a specific date?

The filter for last activity data is unfortunately not helpful here

I am trying to identify all dormant accounts so we can decide how to deal with these moving forwards (possibly deleting if the data quality is poor) so would be ideal if the solution allowed the use of the bulk edit feature.

Comments

  • Michael Doherty
    Michael Doherty Posts: 1
    edited November 2021 #2

    I am also looking for an inactivity organizations report.  I have seen these as native in most other CRM solutions.