To track the last sales activity, the Last Sales Activity SuiteApp adds the Last Sales Activity field in lead, prospect, customer, contact, and opportunity records. This field displays the date when a sales activity was last performed for that record.
To view the record of a sales activity, click the link in the Last Sales Activity field.
The Last Sales Activity field is displayed on lead, prospect, customer, contact, and opportunity records. The field displays the date of the last sales activity that was last performed for those records. To view the sales activity record, click the corresponding Last Sales Activity link to open the sales activity record.
The date of each sales activity displayed in the Last Sales Activity field is dependent on their complete status, as listed in the following table:
Using Last Sales Activity Criteria for Searches
You can search leads, prospects, customers, contacts, and opportunities based on the last sales activity.
You can also define a date filter for a search based on a specific period, such as the last fiscal year or based on a custom date range with a specific start date and end date.
To include last sales activity date in a search:
- On the Results subtab of the search page, select Last Sales Activity Fields..
- In the popup, select Last Sales Activity in the Last Sales Activity Filter field and set the date criteria.
Last Sales Activity Saved Mass Updates
Use the following saved mass updates to find contacts, customers, and opportunity records with outdated Last Sales Activity field values and update them simultaneously:
- LSA Contact Mass Update
- LSA Customer Mass Update
- LSA Opportunity Mass Update
The Last Sales Activity mass updates are scheduled by the system to automatically run daily. Alternatively, you can run the mass updates at any other time to update the Last Sales Activity field on contact, customer, and opportunity records. For information, see Mass Changes or Updates.