Track Last Contact in Google sheets

Learn how to efficiently track your last contact with clients in Google Sheets by creating a streamlined contact log with dropdowns and formulas for easy data management.

Let's track our last contact. Uh, what could potentially be what you're doing now is you have names, you have touch points, you have in your CRM, you are saying, Hey, here's all the people we wanna reach. And then you might even putting columns here like today or May, and. March and April, right? Like you may be putting them over to the right, but I don't think you should do that. I think you can do it a much more elegant way where we have a list of all of our people wanna reach out to. And we list here in the C column or any column you pick. When was the last time we contacted them? Here's our name, here's our touchpoint. This is a very simple version, but you might have more things. It's okay. What I would recommend is adding a new sheet called contacts or interactions,

or touchpoint, whatever you want to say, and we can list a dropdown menu of all of the names here. So let's do that. Let's do name. And date and notes maybe. But here we'll insert a dropdown and we'll use dropdown from a range . Our range is going to be our A column. You could do a two here so you don't get the word name and click done. And now we can copy and paste this dropdown . And we have an easy way to say, Hey, we reached out to bugs on. This date and we emailed them. We reached out to Coyote on this day and we called them. We reached out to actually Acme also, and we called them and now we can just put all of our contacts, everything we're doing day to day here.

Let's change some of these days, and it doesn't really matter what order they are in. For our purposes, what we want to do is go over to our C column and go equals, and now this could be a few different formulas. There is Max. We could. Do filter . That's what I like to do. I like to filter this date column, comma by the condition that the A column is equal to this. And now we're going to end up with a list, but we wanted to find the maximum of this. So we so go max, and we say there, that's our last contact. And it will automatically change if we add a new one here and we say

this was, let's say in two weeks. There it is. That's the last contact. So in this particular case of dates, we're saying get the maximum, the highest number of all of these results in this filter . And this a two is going to automatically change as we copy paste this. And you see they're changing because this coyote we have created this last contact for just them. It is automatically looking for coyote in the name column, getting all of those dates and getting the maximum one. And I think this could really help keep your data really nice and tidy. Then you only need one page to see when's the last time I contacted them, what's their contact information and what is the actual contacts are over here.

You can see individually, you could also use this as a filter . You can filter it over here in the filter menu and you can say, okay, I only want to see and to clear this, and I only wanna see Acme. There's all my contacts. That's everything I did with them very quickly, very easily. I can see that. Pretty cool to check last contact, right? You are watching better sheets here on YouTube. Make sure you check out this video or this video and subscribe right now to get more tips, tricks, how tos, get more out of your Google sheets than you ever have before. I'm excited to be making a ton more videos here. Ask me questions down in the comments and I will answer them in future videos. But for right now, right here, one of these videos is gonna be your next Google sheet.