Atrio Last Contact
A Microsoft Dynamics
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.
- 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
$2 per user/month
(Discount for Atrio customers)
After entering your information, you will receive an email with download links. Please feel free to contact us if you have any questions.