Liaison EMP

Filter in Groups by "Last point of contact"

Anyone with a follow up plan needs to know when the last touch point occurred. This is done by reviewing their individual account and checking "Last Point of Contact". What I found out today is you can't filter a group by that category unfortunately. It would be excellent to filter our already pre-made groups by this so I don't have to check every individual account to see the last time I reached out.

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  • Dec 11 2025
  • Community Discussion
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