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Filter "Not contacted within"

Giedre -

Teamgate offers the chance to easily use the "Not contacted within" filter. You can find this filter in such modules as "Leads," "Companies," "People," and "Deals." This filter allows you to select the contacts with which you have not generated any activities (to-do's, calls or meetings) over a specific period of time. This filter does not consider "Notes" and "What's Up" as activities. For example, you may decide that you want to make calls to leads you were unable to reach during the summer period or the past three months. According to your needs, you can also compare other filtering criteria such as "Owner," "Not Contacted Within," etc. 

To enable the filter, follow these steps: Activate Filter > Select Not Contacted Within > Select Date Range > Press Apply.

 

                                                

 

                 

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