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Deal "Last Activity" show actual last activity

The "last activity date" of a deal should be updated to include any person or company that is associated with the deal. If your business, like ours, is focused on deals that could have a single company and multiple stakeholders, I need a view that shows when the last time anyone who is claimed under the deal has been touched. This should also apply for sequences that fall under the deal. 

3 Comments
BradM
New Contributor

I agree with Jeffress.  Our deals (aka opportunities) have multiple stakeholders associated with them.  So any activities associated with a person should be reflected on the deal.  As it stands today, a rep has to make a choice - book the activity to the contact (and not have it reflected on the deal), or book it to the deal (and not have it show when they last spoke w a person).  We need both.

Stanczak
Occasional Contributor

Agreed with both BradM and Jeffress. This should roll into a "Number of times contacted" type property for the deal itself.

 

We're trying to understand communication as it relates to duration of a deal in the pipeline (or a specific stage of the pipeline). Not just "are we on top of it", but also when is something atypical happening? For example, how much communication has there been since a deal moved to its current stage? How much communication on average do deals in this stage typically require before moving to the next stage? Etc.

Emily2
Regular Contributor

NEXT activity date within a deal would also be a great idea


Jeffress wrote:

The "last activity date" of a deal should be updated to include any person or company that is associated with the deal. If your business, like ours, is focused on deals that could have a single company and multiple stakeholders, I need a view that shows when the last time anyone who is claimed under the deal has been touched. This should also apply for sequences that fall under the deal.