A lot of my day is spent on the phone, talking to new people. What a perfect fit for me, since I’m so good at talking and I generally love people, especially new ones! Anyway, I do know my ACT! “stuff”, but as many professionals, it’s easy to let slip the practice of which I preach. When I talk to someone new, I enter them in my ACT! database. I fill in all my custom fields and important data. Then, I record the History of my call, and schedule my Follow up. Well, most of the time I schedule my follow up. Sometimes the phone rings. Yay, someone new to talk to! I may have meant to schedule that follow up, but the moment is gone, and I’ve moved on.
Every once in a while, it’s a good practice to go through your database to see who you’ve been neglecting. The Contact Activity Lookup can help you get a handle on that. If you click Lookup, then Contact Activity, you’ll see the dialog box here.
I can look to see who has been, or in this case, who has NOT been changed since a particular date. In other words, I’m going to see the list of all those people pining to hear from me. For managers, this is a great exercise to go through with your Sales Reps. If you have a Contact marked a Hot Prospect, but you haven’t talked to them or touched their Contact record in 6 months, should you adjust their Status, or at a minimum, check in with them?
Once I have my list of “not toucheds”, I might add the ID/Status field to my Contact List View, sort and find my Prospects and start hitting the phones. At a minimum, sifting through the list It’s easy to enter data and let it sit and gather dust in your database. Instead, from time to time, use this great tool – Contact Activity lookup.