This would be good so you can quickly identify any deals that do not have a follow-up or next step assigned to them.
Hi @Qizzle,
This is possible already, via the property Next activity date. This includes logging a future call, sales email, or meeting using the Log feature, as well as creating a future task or scheduling a future meeting.
On the deal index page (Menu > Sales > Deals), you can click More filters in the center of the screen and filter for deals where Next activity date is unknown.
Best regards!
Hi Karsten,
I’ve been using “Next Activity Date” is “Unknown” for a long time to identify deals that do not have a follow up activity set. However, it seems it’s been removed? I am no longer able to filter “Next Activity Date” is “Unknown”, there are only specified dates available in the filter drop down. If it’s been removed, what is the best alternative to scrape a pipeline to ensure every deal has a follow up activity assigned?