Did you know that you can search and filter across the Last Activity Date of a Candidate, Contact, Company, or Job inside Vincere? Here's how:
Click on the link ⏬ to skip to the section you're interested in:
1. Companies and Jobs:
Set your columns to see the Last activities for your Jobs and Companies:
Last Activity for Companies and Jobs includes:
Last Activity Date of Company - The last activity date of the latest updated Contact.
Last Activity Date of Job - When a candidate moves to a new stage that is related to that Job
2. Contacts and Candidates:
You can view this column in both the Candidate ATS/Contact CRM table view and the Advanced Search
You can hover over each activity where you'll instantly see a quick summary timestamped with the action and who completed it:
To toggle this column on, head to custom columns and search for 'last activity date'.
You can also filter last activity by date.
Last Activity Date for Contacts and Candidates includes:
Last stage date move i.e. Shortlisted to Sent
Last email (see note below)
IMPORTANTE NOTE: Only emails sent using the Actions in Vincere, will be recorded as a last activity. Last activity will not include emails sent directly from Outlook or Gmail. If you send an email to a contact or a candidate from another source of actions in Vincere, it will not be counted
3. Searching Last Activity in Advanced Search:
Finding contacts / candidates based on Last Activity dates gives you the opportunity to target contacts and re-engage them.
You can easily get segmented lists using Advanced Search.
Go to Advanced Search
If you'd like to search for Candidates, select the Candidate tab
3. If you're searching for Contacts, select the Contact tab
4. Click into the search bar and search 'Last activity'. Click into the field suggestion to select.
5. Using the date picker, select BEFORE or AFTER depending on your needs.
6. Feel free to add more filters/keywords to the Search string if you have a specific list in mind.
Here are some examples:
All Contacts with Last Activity Before July 2023 AND Contact Owner
All Contacts with Last Activity Before July 2023 AND Industry
All Contacts with Last Activity Before July 2023 AND After July 2021 AND Stage
You could even drill down from your Distribution List like so: