Hi,

I'd like to run a report that shows me my neglected leads, potentials, or contacts.

The data to find should be [contact] (or lead or potential) who had their [last email sent] OR [last note] earlier than 60 days ago.

I don't want to reconfigure the date manually each time, and ideally I can stick the report on the dashboard to give me an immediate overview.

How can I do this? The workarounds I've found seem a bit clunky (manually updating a custom field with "last contacted" date", remembering to update it with each conversation and email, then running the reports daily and entering a specific date each time ...)

Thanks in advance.