Suggestions for how to identify dormant/inactive organisations
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
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Could our contacts timeline be the perfect solution for you?
https://www.pipedrive.com/en/academy/courses/never-forget-a-follow-up/chapters/contacts-timeline0 -
Mike van der Valk said:
Could our contacts timeline be the perfect solution for you?
https://www.pipedrive.com/en/academy/courses/never-forget-a-follow-up/chapters/contacts-timeline0 -
Mike van der Valk said:
Could our contacts timeline be the perfect solution for you?
https://www.pipedrive.com/en/academy/courses/never-forget-a-follow-up/chapters/contacts-timelineHi @Mike van der Valk , thanks for the response. It's interesting but doesn't really help me. I need to then be able to edit or remove a good number of these organisations and doing this manually is not an option. Any other ideas?
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Mike van der Valk said:
Could our contacts timeline be the perfect solution for you?
https://www.pipedrive.com/en/academy/courses/never-forget-a-follow-up/chapters/contacts-timelineYou could narrow down the filter even more by using next to "last activity date" also the "last email sent", "last email received" and "update time" fields". This should basically exclude all activity. Then you can use the bulk editing as well. @Paddy Orrell
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Mike van der Valk said:
Could our contacts timeline be the perfect solution for you?
https://www.pipedrive.com/en/academy/courses/never-forget-a-follow-up/chapters/contacts-timelineHi @Mike van der Valk , this doesnt work unfortunately. I am looking to identify all organisations who we havent done a deal with since e.g. 2018 and ideally then remove those. The "last activity date" unfortunately doesn't work for this, we really need a date related field which is associated with an organisation to be able to identify those organisations which we haven't worked with.
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Mike van der Valk said:
Could our contacts timeline be the perfect solution for you?
https://www.pipedrive.com/en/academy/courses/never-forget-a-follow-up/chapters/contacts-timelineIn this case @Paddy Orrell it's best to go to the organization list view and there make a filter like this
This way you will receive all the organizations that you did have a deal with in that time period. You can use a custom field to tag those organisations. Then you again make a filter where you filter organizations that don't have that tag. These are the ones you didn't have deals with. It's a bit of a workaround, but works
for in depth help feel always free to reach out to our support team via the in-app chat.0 -
Mike van der Valk said:
Could our contacts timeline be the perfect solution for you?
https://www.pipedrive.com/en/academy/courses/never-forget-a-follow-up/chapters/contacts-timelineHi @Mike van der Valk ,
Thanks for the response - this makes sense I think, but if I'm not mistaken it doesn't include the deals which were not closed - is that correct?
Could definitely see lots of use-cases for an organisation date field which is last deal created - should be independent of whether the deal was closed.
Paddy
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Mike van der Valk said:
Could our contacts timeline be the perfect solution for you?
https://www.pipedrive.com/en/academy/courses/never-forget-a-follow-up/chapters/contacts-timelinePassing on that feedback @Paddy Orrell thanks!
And yeah in this case you can add another filter where you look at deal - status - is - open for example. Unfortunately there's no direct filter for it so we have to play around with the conditions a bit
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