The good news is, there is a very simple way to pull up a list of the people you haven’t spoken to in any given number of days. All you need to do is use the advanced query function. To get to the advanced query window, you select Lookup from the file menu, select the Advanced dropdown, and then select Advanced Query. Once that window is open, you can run a search like this:
There is really a very large scope of creative ways to filter your clients to contact them. While you have a minute to breath, why don’t you do yourself a favor and start reaching out to your quiet clients today—with any luck, they may just reach back with a project for you.
Are you interested in learning more ways that Act! can aid in your business development strategies? Please give us a call at (847) 520-0860 or email us.