ATRIO LAST CONTACT
A MICROSOFT DYNAMICS ADD-ON PRODUCT
Atrio Last Contact is a utility for Microsoft Dynamics 365 CRM that permits you to automatically track the last interaction with a lead, account, contact or opportunity. This permits you to easily find neglected customers, ignored opportunities, lack of follow-up with leads and remind you to follow-up with a contact that you may have forgotten about recently.
To download a trial of Atrio Last Contact please head over to Microsoft AppSource by clicking here! To purchase Atrio Last Contact please fill out the form below!
- Records last phone call or appointment
- Account last contact roll-up from contact and opportunity
- Automatically update Last Contact date fields on all records based on phone calls, appointments, and service activities
- Custom views on account, lead, and opportunity:
- My Neglected records
- All Neglected records
- Neglected Customer Dashboard
- Neglected accounts, leads, and opportunities views
- Neglected accounts, leads, and opportunities charts by owner
After completing the form above, an Atrio team member will contact you to finalize your purchase.
$2 per user/month
(Discount for Atrio customers)
For questions on Atrio Last Contact, please reference the User Guide below, or Contact Us Here!