Generated call list

Options
Andrew Humphrey
Andrew Humphrey Member Posts: 2 VERIFIED MEMBER
edited April 24 in Workflow Automation #1

Is there a way to auto-generate a call list for the sales team each day, from contacts not contacted in a period of time? 

 

My goal is to have a list for the team each day and once a call is finished pipe drive automatically gives them the next customer 

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,579 VERIFIED MEMBER
    5 Likes First Anniversary First Answer 5 Up Votes
    edited April 2022 #2
    Options

    Create a filter using the last activity date field.

  • Andre Vill - DominateSales.io
    Andre Vill - DominateSales.io Member Posts: 146 VERIFIED MEMBER
    First Anniversary Name Dropper First Comment 5 Likes
    edited April 2022 #3
    Options

    Hi Andrew!

    Like Amit said below, you should create a filter and at least one of them should be "Last activity date."
    So when one of your employees does a call or an email, then the contact list will be updated instantly. 

    You can choose which date you would like to add inside of the filter to get the best result. Either no activities at all or if it's a list that has been touched before, you can just add it "earlier than"

    image
This discussion has been closed.