Hi Community.  

We use tasks to track our emails, calls and voice messages.  We are putting together a prospecting process that is based on a 90 day cycle of 8 outreaches.  After the 90 days we take 60 days off and start the 90 day cycle again.  Currently i need to look through all the activities for the contact, eliminate the completed tasks older than 90 days and add up the recent activity.  Is there is a easier more automated way to do this?  I know that i can run a report but I would like to see something on the Contact's view that tells me how many tasks were completed in the last 90 days.  Then we can make a quick decision on the next step with that contact.  Anyone else have a similar process? Would love to hear any suggestions. 

Thanks, 

Boris