Quick way to pull a list of everyone I haven't called in the last "x" days?

Q: Is there a quick way to pull a list of everyone I haven't called in the last "X" days?

A:  There are a bunch of ways to do this- but EVERYTHING hinges on whether or not you record your last call date on your contact record.

 
Kendyl Young's photo.


To do this without a Workflow, go to contacts and use the filter:


 
If you use a Workflow, this is how you do it:
 
 
Check out this FLY method (it needs to be a workflow)
 
Create a checklist like this and set the "When" for however many days you want from last call date:



This is what you get when you check the Activity off on your dashboard. The number is RIGHT there, and then you click to fill the last call date and then you type your notes on the call. ALL ON YOUR DASHBOARD!!!!!

How time saving cool is THAT?! Then, RV will tell you to call again, the number of days you said to call after today (the day you called)
 
 
 
 
 
 
 
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