Generated call list

Andrew Humphrey
Andrew Humphrey Member Posts: 2
edited July 2022 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 

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,363
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited April 2022 #2

    Create a filter using the last activity date field.

  • Andre Vill
    Andre Vill Member Posts: 136
    Third Anniversary 100 Comments Name Dropper 5 Likes
    edited April 2022 #3

    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"

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