Date range searching for contacts may assist with Business Development. For example, using the Last Contact date and just setting the To date, to three months ago, would allow you to find contacts that have been contacted but not in the last three months; providing a list of those to potentially get in touch with to maintain or develop the relationship. Similarly, setting the Last Marketed CV, To date, to three months ago provides a list of contacts that haven’t received a marketed CV in the last three months, to potentially market a CV to again.
Alternatively, the date ranges area can be utilised to find contacts to target that have never had any activity in relation to part of the submission process by ticking the No or Never criteria under the applicable submissions level, such as No CVs Submitted under the Last CV Submitted date.
