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Discover how to to reach out to customers you haven't contacted recently. 

  1. Click Sales & CRM → Companies & contacts:

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  2. Click Filter:

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Step 1. Find all customers

Click Journey:

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Click Customer as the status:

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Step 2. Find customers that we haven’t had a meeting with

Click the Filter back button:

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Under Sales History click Last met:

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Select your preferred timescale:

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Click Save list to keep this filtered list:

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