Organizing Leads activity by most recent activity/edits.
RESOLVED!! --- Our sales team has a scheduled time for cold calling on Mondays mid-day. We typically record these calls and associated notes in a shared excel spreadsheet. This way we can review as a team in our Monday afternoon sales meeting. I would like to use Pipedrive's Leads module to do this instead, but there is no way to collate the leads list by most recent activity. Am I missing a feature/column, or can this be added as an option?
Noah Lundy Posts: 1edited February 2022 #2
Can't you just import the list as a CSV?0
edited February 2022 #3
Yes, Noah -- but, I would still not have the column I need to organize the data by last touchpoint.0
Florent DE MAISONCELLE Posts: 9edited February 2022 #4
I may have your answer but it's in french... Filter by activities !0
edited February 2022 #5
Figured it out -- I was looking only at the column designations under "leads" not "person"!!0