Advanced sorting options in CRM: quickly find unprocessed customers
Posted: Thu Jan 30, 2025 6:50 am
Up until now, people and companies could be sorted alphabetically and by the date of creation and the date of last editing. That was nice, but we kept hearing from customers who wanted to be able to find old contacts that had perhaps gotten lost in the mass more easily. For exactly this case, we have introduced another sorting option: sorting by activity for a person or company.
When sorting by activity, we take cayman islands telegram screening into account the time of the last note or task for each individual person or company. For example, people without any note or task generally have the least activity, namely none at all. When sorting by activity, these people without any activity would be displayed first, because when sorting by activity, we initially sort in ascending order. The people to whom you last wrote a task or note would accordingly be at the very bottom of the list.
Of course, the new sorting also works in combination with the filters - for example, you can now filter for all people with the tag Interested and then have them sorted by activity.
When sorting by activity, we take cayman islands telegram screening into account the time of the last note or task for each individual person or company. For example, people without any note or task generally have the least activity, namely none at all. When sorting by activity, these people without any activity would be displayed first, because when sorting by activity, we initially sort in ascending order. The people to whom you last wrote a task or note would accordingly be at the very bottom of the list.
Of course, the new sorting also works in combination with the filters - for example, you can now filter for all people with the tag Interested and then have them sorted by activity.