Filter contacts by tasks
I would like to be able to filter my contacts that don't have tasks assigned so that I can assign tasks.
LABS Team
shared this idea
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LABS Team
commented
In our team's other CRM, all non-lead contacts have a future task at all times. Leads are on a campaign (aka. SmartPlan).
Some contacts need to be followed up with more frequently than others, so the "Last Contacted" date might not catch neglected contacts until it's too late. And SmartPlans don't take into account following up on a certain date for a specific reason. So tasks are the solution for maintaining both timely and meaningful connections with our database.
The problem is, in Command, we cannot see which of our contacts are missing a task. Being able to filter out contacts that have no tasks would be useful because it would help make sure no contacts are slipping through the cracks... and going with Redfin. :)