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Hi,
For the purposes of GDPR. We need to find a list of Contacts who have an Opportunity but who have not contacted our company for the last 3 years then remove them from the system.
Is there any straightforward way of finding these Contacts? I have looked at a few posts but it does not look particularly easy to do using Advanced Find. Should I be searching for Email activities created on or before May 2018?
Thanks a lot
Ted
Hi Andrew,
Thanks. Had another look at the Advanced find and this is what I have used. Its definitely still not correct as I have gone into some of the COntacts and can see they have activities in their timeline from after the date specified.
Thanks
Ted
HI Andrew,
Thanks for your response. Yes I agree, Part 1 is easy, no problems there. The problem is Im not sure of the difference between Activites (Regarding) or Activity Parties. I have just done a quick advanced find for Contacts with an Opportunity, Activities Regarding-Contains Data, and Date Created, on or before May 2018. The number of Contacts it has returned appears to be very small. We have approx 35,000 Contacts in our CRM, I know there has to be at least 3 or 4 thousand that havent been in contact for 3 years yet it has only returned 246.
Thanks
Ted
Hello,
There is an easy but not straightforward way for you - marketing lists.
1. Create a static marketing list with "Contact" type members.
2. Add contacts to the created marketing list using advanced find query like "Contacts who have an Opportunity" - that should be easy enough.
3. Remove contacts from the marketing list using advanced find query like "Contacts who have an activity for last 3 years" - there is a chance it won't be straight forward but it's doable anyway.
As a result that marketing list will contain all contacts you need.
Feel free to get in touch if you have any issues.
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André Arnaud de Cal...
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