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Status: Idea Submitted
Bruno_Teixeira
Submitted by Key Advisor | Diamond Partner on ‎Mar 19, 2021 3:31 PM

Add rolling dates to the deal Last activity date on reports and lists

Hello,

It would be very helpful to have a rolling date for the deal property : Last activity date.

 

For example, if I want to have all my deals where the last activity date is "More than 30 days", I cannot have this information.

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2 Replies
ktfritchen
Contributor
‎May 14, 2021 6:31 PM

YES! And Company & Contact records while you're at it. This is driving me crazy that I have to go in an update various lists / workflows every so often. There are several important applications for managing sales activity and coordinating between sales & marketing. 

Cnadler
Participant | Gold Partner
Participant | Gold Partner
‎Oct 23, 2021 9:47 AM

Agreed - it would be nice to automate a deal stage update based on the last activity date (e.g. last activity date more than 60 days ago, update stage to closed no decision).