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Add contact properties for call activity

In case our telemarketer team wants to filter their daily phone activity we need an automated property based on their phone activity, i.e. "Last phone date"

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14 Commentaires
CamChalk
Nouveau contributeur

For some reason there are all these options to sort by e-mail opens, clicks, sent date, but ZERO options to sort by Calls.

 

The calls get lumped into a generic "last contacted date" - This is pretty useless.

 

The entire point of e-mailing someone is to get them on the phone, so why doesn't this exist.

 

Mila
Nouveau membre

Hi guys, when I go through the call queue, after a've done a call I remove it from the queue. It would be good to be able to keep track of who I've called - to track and analyse my work during the day/ week etc.

danny9063
Nouveau membre

This would be a great addition.


Please do this!

 

mrraso
Nouveau membre

This should be an easy and very effective addition. Considering this is a sales and marketing tool, i'm very surprised this hasn't been done.

TimB
Nouveau membre

 It's silly this isn't already a thing in a SALES tool.  Can we get this happening?  Would suck to have to move to another CRM because it's lacking this very obvious functionality.  

JMagee
Nouveau contributeur

This is a vital area of functionality for proper prospecting, and I really hope that it is implemented quickly.

 

Right now, the "Last Contacted Date" field is updated whether I email or call someone; there is no way to get more granular down to "Last Emailed Date" or "Last Called Date."  

 

I am well-versed in how to use Task Queues to sort out who I'm calling or emailing on that particular day, but as of right now there is no good way to filter my contacts to find who may have slipped through the cracks.  If there were a "Last Email Date" or "Last Call Date" filter, I could easily sort my contacts to see who I hadn't reached out to in a while via one of those specific methods.

 

This is Prospecting 101.  Please, please, please add this as a filtering option as soon as possible.  Thank you!

rci698
Nouveau contributeur

I agree, it is incredibly important to be able to distinguish last date called from last date emailed. Without this, it's very difficult to effectively organize follow-up outreach efforts.

PiteRock
Contributeur régulier

Yes, is very necessary. We have a cuality team, his mission is hear calls of our executives and improve them. So if we can find the calls Instantly, it would help the team a lot

MattRo
Nouveau membre

I would be happy if they could just add a search feature to find anyone you have called that hasn't answered.

pverma
Contributeur occasionnel

At times, we want to know when did we connect over phone with our customers and last contacted date does not convey this information as it changes with sales/marketing email.

Merch
Nouveau contributeur

This would be extremely useful to have.  I'm about to put something together that's close to this using custom fields and workflows but it would be much better if it were built into the system.

Rudiz31
Nouveau contributeur

Hello, It would make our life as salespeople much easier to monitor the last time we were calling to a person within a list (as cold-calls are a majority part of our job)

 

I would like to suggest to add a contact property called Last Contact Via Phone/Call

 

The populated value should be a date

 

I would like to apply this property as a column in a current list

 

Thanks, Rudi

 

Rudiz31
Nouveau contributeur

I would like to add 2 new contact properties for monitoring leads reaching out:

1. Last Contacted Via Email - meaning the last date/time contact was sent an email (not a marketing email!)
2. Last Contacted Via Call - meaning the last date/time a phone call was logged to a contact 


The importance of these properties is that it will appear either in lists or in contact lists

These two properties can help our daily routine of reaching out, prospecting & following ups cycles


I Will appreciate your effort!
Rudi

 

AssafShu
Nouveau contributeur

Yes please, great idea!