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The last met column

This column is selectable inside the company list and helps you sort companies based on when you last met them. 

This feature is under development and available to beta tester customers. Contact us to become a beta tester and gain early access to the newest features.

How this column benefits you

  • View the customers you haven't met with for a long time. Get in contact – maybe they've been waiting to hear from you.
Adding a column to a list Switch sorting of a column
  1. Click the cog icon in the top right corner of the list
    1. mceclip1.png
  2. Select which columns you want (max 5)
  3. Click save

If the column is sortable, it will display a small sorting icon. Click it to change sorting.

 

mceclip2.png

Feature still in development (2022-03-07) and released for selected customers.

This is a part of Upsales upsell/account growth features aimed to help you figure out which customers to spend more or less time on based on their growth potential.

Read more about account growth here.

 

 

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  • Q: How can I filter to find all the companies without any contacts?
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  • Account growth: Contribution Margin past 12 months
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  • Purchase vs Revenue column
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