Sort by contact activity
Contents
Sort by contact activity
What is Sort by contact activity?
Sort by contact activity orders accounts by how recently they were contacted.
Accounts → Account Filters → Sort → Need to Contact or Recently Contacted
Using Sort by contact activity
- Open Account Filters → Sort.
- Choose Need to Contact for oldest last-contacted first.
- Choose Recently Contacted for most recently contacted first.
- 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.