Organizing Leads activity by most recent activity/edits.

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Chris Davis_71988
Chris Davis_71988 Member Posts: 8 VERIFIED MEMBER
5 Up Votes Name Dropper First Comment Photogenic
edited July 2023 in Sales CRM #1

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?

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  • Noah Lundy
    Noah Lundy Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #2
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    Can't you just import the list as a CSV?

  • Chris Davis_71988
    Chris Davis_71988 Member Posts: 8 VERIFIED MEMBER
    5 Up Votes Name Dropper First Comment Photogenic
    edited February 2022 #3
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    Yes, Noah -- but, I would still not have the column I need to organize the data by last touchpoint.

  • Florent DE MAISONCELLE
    Florent DE MAISONCELLE Member Posts: 8 VERIFIED MEMBER
    edited February 2022 #4
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    I may have your answer but it's in french... Filter by activities ! 

     

  • Chris Davis_71988
    Chris Davis_71988 Member Posts: 8 VERIFIED MEMBER
    5 Up Votes Name Dropper First Comment Photogenic
    edited February 2022 #5
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    Figured it out -- I was looking only at the column designations under "leads" not "person"!!

This discussion has been closed.