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You can create a filter that will give you a list view of your recently contacted records. Leads or contacts will be more likely to close a deal with frequent communication because you stay top-of-mind.

Click here for a video tutorial.

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In the filter settings abovebelow, the resulting view will give the user a list of contacts that he has not contacted in the dates between 09-21-2020 and 10-31-2020.

*The dates must be entered as MM-DD-YYYY and not MM/DD/YYYY.

Click here for a video tutorial.

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