Using the Last Sales Activity SuiteApp
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:
|
Sales activity |
Complete |
Incomplete |
|---|---|---|
|
Marketing Campaign |
Date of completion |
- |
|
Task |
Date of completion |
Start date |
|
Phone Call |
Date of completion |
Date |
|
Event |
Date |
Date |
|
Note |
Date |
Date of creation |
|
Message |
Date of creation |
Date of creation |
To manually refresh the Last Sales Activity field in the record, click Update LSA at the top of the record page.
Sales Activity Reminders, KPIs, and Saved Searches
The Last Sales Activity SuiteApp includes the saved searches shown in the following table. You can use these saved searches to receive notifications and summaries of leads, prospects, contacts, and opportunities that have not had any sales activity in the last week.
|
Saved search |
Results fields |
|---|---|
|
Contacts without sales activity in the last week |
Name, Job Title, Company, Email, Phone, LSA Link Name, LSA Link |
|
Leads, prospects, and customers without sales activity in the last week |
Company name, Primary Contact, Email, Phone, Status, Lead Source, LSA Link Name, LSA Link |
|
Opportunities without sales activity in the last week |
Title, Customer, Contact: Name, Contact: Email, Contact: Phone, Status, Expected Close Date, Weighted Amount, LSA Link Name, LSA Link |
To view these saved searches, go to Lists > Search > Saved Searches.
To quickly access a list of contacts that haven’t had any sales activity in the last week, add these searches to the Reminders portlet on your dashboard. See Setting Up Reminders.
Similarly, you can add these searches as custom KPIs to the KPI portlet. See Setting Up the Key Performance Indicators Portlet.
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.