Add the last activity dates to My List
It would be helpful to add the Last Activity Date Colmun to the My List view. It is currently on the Master List but not the My List account view.
6
votes
Patti Adam
shared this idea
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Leanna Williams
commented
Excellent suggestion! This would surely make account management much easier.
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Stacie Walls
commented
This would be a major TIME saver! Please please add this.
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Stacie Walls
commented
If we had a last activity on the My Account list, it would make it a very easy effort in making sure that a client doesn't get missed. This option would allow account reps to look over the Target, Secondary and Extra accounts to see when the last time they were called on. During a very busy time, you might have seen a client and forgot to place an activity or you might have missed a client that only wants to be called on a few times a year.