Sort by contact activity

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

Accounts → Account 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.

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