Tracking "Last Contacted Date" (emails, activities, etc.)
Hi all,
We want to track the last contacted date for Lead records, including emails, activities, etc.
The goal is to create:
- a report of leads that haven't been updated,
- a field within the record that clearly indicates the last contacted date, and.
- an automation that reassigns the Lead when it hasn't been touched in 30+ days.
We thought we could use ${Leads.Last Activity Time} but it seems that for some insane reason email isn't considered an activity.
(Frankly, I don't think email is going to last... just another trend like that newfangled rap music and eight-track tapes)
Has anyone dealt with this?
Is there a way to automatically push email sends (from CRM) into the activity section? Or maybe pull information from an email module into the Lead record?
Any ideas?
Thanks!
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