Include actual E-Mails written in "Last activity date" on Organizations List view

Gerrit
Gerrit Member Posts: 1

This would be helpful when planning a sales trip and checking who was contacted at what point in time.

Its relevant for priotitization and just getting an overview.

For clarification, I mean e-mails written via Outlook / Gmail, not the acitivity type "schedule an e-mail"

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  • Alex Stueber
    Alex Stueber Member Posts: 90
    First Anniversary 5 Likes Elite + Premier Solution Provider Name Dropper
    edited May 2022 #2

    Hey @Gerrit you can see this information in the contacts timeline

    In there not just the activities you have done/to do with the client is recorded but also the emails sent to the contact, both in Persons tab or in the Organization's tab.
     

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  • Leo_81277
    Leo_81277 Member Posts: 14
    5 Up Votes First Anniversary First Comment 5 Likes
    edited May 2022 #3

    Hey @Gerrit you can see this information in the contacts timeline

    In there not just the activities you have done/to do with the client is recorded but also the emails sent to the contact, both in Persons tab or in the Organization's tab.
     

    image


     

    Hi @Alex Stueber 

    How can I see the date of last email (either sent or received) on the organization level in the organization overview table?

    I would like to filter and sort organizations according the the last time they have been contacted.