Filtering organisations or contacts not being actively worked

Ash Dhillon
Ash Dhillon Member Posts: 1 PIPEDRIVE USER
edited March 2023 in Sales CRM #1

Each organisation or contact is assigned to an owner but a majority of these are not being actively worked. I have set a manual field where we can choose whether the organisation/person is either active or inactive but it will be good to automate this without having to manually select it. Look forward to your suggestions.

 

 

Answers

  • Inês Batata
    Inês Batata Posts: 2,091
    5 Likes First Anniversary First Answer Name Dropper
    PIPEDRIVE TEAM
    edited July 2020 #2

    Hi @Ash Dhillon !

    Currently all items must have an owner in Pipedrive, so I can think of 2 ways you can achieve your end goal:

    • Add a extra user to your company account, assign contacts that aren't active to that user and then assign them to a "real" user when the time comes. Or,
    • Filter the contacts based on their update time, as shown below, and create an automation based on matching/not matching that filter (see example below).

     

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