Creating A Group Of Contacts That Have Not Recently Viewed

Creating a Group of Contacts that have not recently Viewed

Go to Tools>Match Groups>Actions and Add Contact Group. 

Ensure that under Contact Description and Intention the tick boxes have been selected. Then under Group, name your group, if this is to be shared between more then branch change the drop down.

The click the Dates tab.

Under No Viewings use the calendar to select the date. Click Save.

To then locate your group go to Contacts> Groups.

Your group will be located in the list.


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