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Add a field for "Upcoming Appointments" that can be used to filter Contacts
Posted Nov 23, 2021
It would be very useful to have a Contact Properties field for "Upcoming Appointments" which could be used to filter Contact lists. Ideally the field would display the Upcoming Appointment date.
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2 comments
Emma Shimmens
I definitely agree with this -- not having visibility into upcoming appointments (either my own or across the team) in the Contacts tab often causes issues with appropriate follow ups etc.
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Laura Sällberg
We would really appreciate to have this option for the "Deals" section as well. We want to be able to see WHEN exactly the next step will take place/when the appointment is booked.
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