Figuring out who to follow up with next just got a whole lot easier with Contact Indicators. Another fine add-on from Atcore Systems, this addition brings an easy to view last-contacted indicator to the list and detail views of Leads, Contact, and Accounts.
For example, I want to reach out to my contacts roughly once a month. At the very least maybe every two months. To match that desire, I configure the add-on to show a green icon for the Contacts module if I have reached out within the past 30 days, a yellow icon if within 60 days, and red if over 60 days. Now when I search for all my contacts I can see who I have contacted and how recently.
Whether it was by phone, email, or an in-person meeting I'm able to quickly see how recent each contact was. The column is also sortable making it a breeze to work through the list backwards so that those who haven't been contact in awhile (or at all) show up at the top. Then I can just start working away.
Reduce the time it takes to figure out who to call and make sure no one gets missed by adding this solution to your toolbox. Purchase Contact Indicators today before any more clients or prospects slip through the cracks.
Search more quickly and effectively with Dynamic Search. Using the name search field you can filter by any field in the list view to more quickly drill down to the exact records you need.
CRM Social Collaboration Ninja
Have conversations about any record in Suite CRM & SugarCRM just like on Facebook or any social network.
RT GSync: GMail, GCalendar; GDrive Integration
Become more efficient! Enter everything just once. Automatically sync Emails, Calendars, Contacts, and Documents between Google Apps and Sugar. Get your Gmail, Contacts, Calendar items and Documents automatically synced instantly with this seamless integration.
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