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.
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.
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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.
Did you know that the Community is available in other languages? Join regional conversations by changing your language settings !