Discover how to reach out to customers you haven't contacted recently.
- Click Sales & CRM → Companies & contacts:
- Click Filter:
Step 1. Find all customers
Click Journey:
Click Customer as the status:
Step 2. Find customers that we haven’t had a meeting with
Click the Filter back button:
Under History click Last met:
Last met is the date of your latest contact with the company: the most recent appointment that has taken place (unless it is marked as not completed), or the most recent phone call or activity where you reached the contact. To-dos are not counted.
Select your preferred timescale:
Click Save list to keep this filtered list: