CRM

jp_matty
Participant | Elite Partner
Participant | Elite Partner

Active List Sorting based on Number of Sales Activities

SOLVE

Is there a way for me to create an active list that will give me the ability to sort based on the NUMBER of activities a contact has made? Ideally we'd like to place lower engaged contacts into a list and higher engaged ones into a list if possible to sort by this.

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1 Accepted solution
kvlschaefer
Solution
Community Manager
Community Manager

Active List Sorting based on Number of Sales Activities

SOLVE

Hi @jp_matty 

 

You can find the number of sales activities under the contact properties filter in a list. You should be able to filter them by "Sales Activities is Greater Than or Equal To". After adding the criteria, you can add the Number of Sales Activities as a column to the list and put them in ascending or descending order. 

 

Screen Shot 2021-08-12 at 2.44.57 PM.png

 

 

 

 

 


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2 Replies 2
kvlschaefer
Solution
Community Manager
Community Manager

Active List Sorting based on Number of Sales Activities

SOLVE

Hi @jp_matty 

 

You can find the number of sales activities under the contact properties filter in a list. You should be able to filter them by "Sales Activities is Greater Than or Equal To". After adding the criteria, you can add the Number of Sales Activities as a column to the list and put them in ascending or descending order. 

 

Screen Shot 2021-08-12 at 2.44.57 PM.png

 

 

 

 

 


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
jp_matty
Participant | Elite Partner
Participant | Elite Partner

Active List Sorting based on Number of Sales Activities

SOLVE

Thank you!!