now the last time you had a conversation with a person, at a company, or about an Opportunity or Case.
This package adds two fields: (Last Touchpoint, a Date/Time; and Time since Last Touchpoint, a summary of the days and months) to five Standard objects: (Leads, Contacts, Accounts, Cases, and Opportunities). The package includes automation that automatically populates this information when Email and Call Tasks are logged in the system.
Just click below to get started!