This column is selectable inside the company list and helps you sort companies based on when you last met them.
Tips on how to use this column:
- Find out which customers it was the longest since you met with might uncover some forgotten customer waiting to hear from you.
Adding a column to a list | Switch sorting of a column |
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If the column is sortable, it will display a small sorting icon. Click it to change sorting.
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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.