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Account Growth: Last met

This column helps you organise companies based on how long since you had a meeting together. 

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 met with for a long time. Get in contact – maybe they've been waiting to hear from you.

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

     

 

 

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