Difference between revisions of "Sort by contact activity"

From docs
Jump to: navigation, search
(Created page with "== Sort by contact activity == === What is Sort by contact activity? === Sort by contact activity orders accounts by how recently they were contacted. === How to navigate =...")
 
(Sort by contact activity)
 
Line 1: Line 1:
 
== Sort by contact activity ==
 
== Sort by contact activity ==
 
+
[[File:App_Sort _by_distance.png|200px|thumb|right|Callproof Mobile App Accounts Page]]
 
=== What is Sort by contact activity? ===
 
=== What is Sort by contact activity? ===
  

Latest revision as of 06:49, 17 July 2026

Sort by contact activity

Callproof Mobile App Accounts Page

What is Sort by contact activity?

Sort by contact activity orders accounts by how recently they were contacted.

How to navigate

AccountsAccount Filters → Sort → Need to Contact or Recently Contacted

Using Sort by contact activity

  1. Open Account Filters → Sort.
  2. Choose Need to Contact for oldest last-contacted first.
  3. Choose Recently Contacted for most recently contacted first.
  4. Work the list from top to bottom for follow-ups.

Features include

  • Need to Contact – Accounts with the oldest “Last Contacted” date.
  • Recently Contacted – Accounts contacted most recently.
  • Follow-up planning – Helps prioritize outreach.