Locate Customers Not Contacted in the Recent Past

Source: eGrabber Newsletters

Have you ever wanted to get in touch with all clients who were not contacted in the last few months? You may want to send them an email or just call to see how they are doing.

ACT! enables you to quickly locate all such contacts. Here's how:

• Select Group >> New Group from the menu. Enter the Group Name (for example, Clients_3 months).
• In the Contacts tab, click on the Add/Remove Contacts option and a dialog box appears.
• Under the Dynamic members section, click on the Edit Criteria button to open the Group Criteria dialog box.
• Use the options (And/ Or field contents) in the grid and construct a query to locate customers who have not been contacted in the last 90 days.
• Click OK.

This Group can now be checked regularly to ensure that you are communicating with clients falling under the specified criteria.