Sort Contacts by Date Last Contacted

As our users here at Agile CRM continue to rapidly grow their customer bases, we’ve added a bunch of new filters and sort options for contacts in the Agile dashboard. In addition to real-time alerts and email reports about contact activity, it’s now easy to sort and filter your entire contact list using a wide variety of criteria. Thanks to user feedback, we’ve also added an option to filter and sort contacts by date last contacted.

See Contacts You Called or Emailed This Week

Sorting contacts by the date your sales and marketing team last contacted them is particularly useful when you want to make sure that leads never slip through the cracks or you want to keep close tabs on telephone calls and emails with contacts or get a quick update on where you stand with contacts in a particular campaign. “Last Contacted” refers to the most recent date that you sent the contact an email message (automatically or manually) or called them with telephony integration in Agile CRM.

Contact Filters in the CRM Dashboard

Filter Contacts by Date Last Contacted

In addition to using filters such as Campaign Status and Star Value to filter your contacts, you can now filter by date Last Contacted. You can choose a particular date, date set (to find leads last contacted between a particular set of dates), or date limit (to find leads leads last contacted before or after a particular date).

Filter Contacts by Last Contacted Date Set Between Two Dates

Sort by Last Contacted

To sort contacts by date last contacted, login to your Agile CRM dashboard and click on the Contacts tab. From the sorting drop-down menu on the upper right, go to Sort By > Contacted Date. You can sort all of your contacts or choose to sort only those contacts that fit your selected filters (ie. remember to “clear all” filters if you want to sort all of your CRM contacts by date last contacted). As with all sort options in the contact view, you can easily switch between ascending and descending orders.

Sort Contacts by Date Last Contacted

Thanks for helping us continue to enhance Agile CRM’s dynamic feature set. We’re proud to bring you the best sales and marketing CRM on the planet, every day in every way!

 

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Manohar Chapalamadugu

With over ten years of entrepreneurial experience in SaaS/Mobile/Telephony, Manohar Chapalamadugu has founded many successful product companies like InVox, MantraGroup (acquired) and ClickDesk (more than 125,000 businesses). He has held VP, Product Development at Corsoft and Director, Product Development at Veratron. He has a Masters in Computer Science from SUNY, Stony Brook and Bachelors from Birla Institute of Technology and Science, Pilani.

3 Comments

ehab

about 2 years ago

These are excellent improvements Thank you

Reply

Lucy

about 2 years ago

I do not have a Sort By option when I click on my sorting drop-down menu on the upper right. All it says is Add/remove columns. Please help.

Reply

Chandan K. Jilukara

about 2 years ago

Hi Lucy, We request you to please write to us at care@agilecrm.com regarding your concerns.

Reply

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