Creating a group of contacts that haven't been contacted in a set period

Alto allows you to create a listed group of contacts which meet a specific criteria. One example group you could create is a group of contacts that have or haven't been contacted in a specified period of days. 

 Note

Groups created from the Contacts section can't be seen by the entire branch or agency. They will only be visible to the user who created them

To create a group of contacts that have or haven't been contacted in a specified period of days:

  1. Click Contacts on the main toolbar
  2. Click Groups in the top left
  3. Click the + symbol alongside My Groups, to create a new match group
  4. The New Match Group window opens. In the Group section, enter a Name for the group
  5. In the Contact Description section, tick the relevant description(s)
  6. Click the Dates tab
  7. Enter a number in:
    1. The Contacted in the Last .. days field. This number forms the basis of the listed group of contacts who have been contacted
    2. The Not Contacted in the Last .. days field. This number forms the basis of the listed group of contacts who haven't been contacted
  8. Tick any additional criteria that you require across the sections and tabs
    1. Click View Results to create a temporary group, which will allow you to refine the list before saving
  9. Click Save
    1. You can edit the group once you've saved it. Click Edit below the group name on the side menu

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Related articles: 

Creating a group of contacts

Creating a group of contacts that haven't recently viewed a property

Creating a group of hot buyers

Creating a group - consent features

Setting up and using Bulk Archive

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