My company is just getting up and running with any CRM solution, and we are using Dynamics CRM 2013 hosted by Microsoft. We have imported our contacts and setup the accounts. We want to setup a simple way to have a list of contacts who our CEO should reach out to next. We want to have the contacts he reaches out to drop off the list (automatically if possible) as he communicates with them.
I was thinking of a dynamic Marketing List to pull in contacts based upon a custom categorization field (which we setup) and to exclude those who were contacted recently. Is there a way to set that up?
I found the Last Modified field which seems promising. However, I'm concerned that would exclude contacts where someone on our team updated the record rather than an actual outreach.
Is there a better way to achieve this scenario?