How to sort open activities by time zone?
Hello, and thanks for the help!
We sort our leads and contacts by time zone to help us know when it's appropriate to call them. Our open activities tell us which days we need to reach out to a customer, but does not specify time zone. Unfortunately, there is now option to use "contact time zone" or "lead time zone" as a way to sort through the activities. We've tried other methods, for instance: view "all leads" filtered by "lead owner" and "activities due today or overdue". This would be fine EXCEPT that we cannot see contacts in this list.
Is there any way to see ALL open activities for leads AND contacts sorted by time zone?
Thank you!