Follow-up Tracking
Patrick Maldonado
Posts: 7
I'm looking to find a way to identify which deals need follow-ups. As it stands the rotten feature is working alright, but I would like a way to track it and possibly print out reports regarding the deals. There is a field in the deals called "last activity date" which does not update automatically, so I'm unsure how it's supposed to be used. I think it could be useful but I need to know what to do in order for it to properly track when the last activity date was.
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Comments
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Pretty sure the last activity date does update "automatically" based on if an actual activity was marked as complete for that record.
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@Brad Krause is correct. It is a calculated field that is updated when you mark an activity as done.
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