I’m looking into starting to use Mautic but I’m thinking of broadening a bit than just automation but more full-on CRM for leads. To that end, I had a few questions that I thought those with WAY more experience using the software could help answer.
Last Touch Report
Is there a report that I can run that would show a list of Companies, or Contacts by “last touch”. This assumes that I’m making notes on calls, meetings, etc., not just emails.
Search Customer Notes
Is there a way to filter / search / or otherwise query based on notes? Kind of tied to my first question, but the idea here is that if I enter a note that I met someone at a trade show can I search all contacts for those notes?
I could be trying to put a square peg in a round hole here, but I’m really impressed with what I’ve seen thus far.There’s so much to learn, so thanks in advance for the help.