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How to find unused companies or unedited contacts​

If you are in doubt having partially unused or simply unedited contacts in your CRM, then the sorting of the person or company list may help you.

You can sort persons, companies, offers and projects according to the last processing. To do so, go to the respective overview page and select the desired sorting, for example the processing date at the top of the list.

While processing, any note, task or the actual processing of the person, for example changing the name or adding a telephone number is visible. So if you have people or companies without any activity yet, you will find them quickly with the sorting according to the ascending processing date.

Then go through the people or companies in the series and sort them into your acquisition process, for example, by tagging the unfinished persons or companies or creating a task for them. By doing this you will make sure that nothing gets lost.