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Account Growth: Last met

This column shows how long it has been since you were last in contact with each company. 

Why use 'last met' 

This is part of the account growth features for identifying customers to focus on.

You can view the customers you haven't been in contact with for a long time. Get in contact. Maybe they've been waiting to hear from you.

What counts towards last met

Last met shows the most recent of these on the company:

  • A phone call or activity with the outcome Reached. It counts as soon as the outcome is set, even if the call is still open.
  • A meeting whose start time has passed, unless its outcome is Not completed. You don't need to set the outcome to Completed.

To-dos never count.

The column shows how long ago it was, with an icon for a meeting, phone call or activity. Click it to open that meeting or activity.

Calls and activities update the column when you save them. A meeting you don't edit after it has taken place is added in the nightly update.

How to view last met

  1. Click Sales & CRM → dropdown next to Companies & contacts → Account growth:

    account-growth-menu.png
     
  2. If Last met isn't visible in the column headers, click the edit column cog icon:

    account-growth-column.png
     
  3. Search for last met under the company fields or use the search bar:

    account-growth-search.png
     
  4. Click to select and add the column. You can also click and drag to rearrange the column order:

    chrome_xjaJTPWC6s.gif
     
  5. To sort into ascending or descending order, click the arrows next to the column header:

    account-growth-sort.png

     

Filter on last met

To filter the list by when you were last in contact, open the filters and choose Last met under History. Pick one of the periods, or set your own date range to find the companies you haven't been in contact with since a certain date.

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