🔍 Stay on top of your pipeline by identifying idling opportunities!

We've added a new Last Activity Date column to Work Requests, allowing you to track when the last meaningful interaction occurred. This helps you stay on top of aging opportunities and take proactive steps.

📅 What is Last Activity Date?

The Last Activity Date reflects when any of the following actions were last taken:

✅ Sent an Email
✅ Sent a Text
✅ Added an Internal Note
✅ Booked a Move
✅ Scheduled an Event
✅ Added a Survey
✅ Created an Estimate
✅ Created an Invoice
✅ Received a Payment

🎯 Why This Matters?

✅ Spot Inactive Work Requests – Filter and prioritize leads that haven't had recent follow-ups.
✅ Improve Sales & Ops Coordination – Ensure high-value leads and booked jobs aren’t left unattended.
✅ Combine with Other Filters – Use it with Work Request Owner, Smart Tags, or Pipeline Stage for more insightful reporting.

🔍 Filter & Take Action!

The Last Activity Date column is also available as a filter—helping you quickly identify aging work requests and take corrective action. Combine this with other filters like Work Request Owner or Smart Tags for deeper insights and more effective follow-ups!

👉 [ Try it out today and take control of your pipeline! ]

🔍 Looking for similar updates? Try these search keywords:

#LeadTracking #PipelineVisibility #SalesEfficiency #FollowUpSuccess