Fair Game

1. Last date of activity by the user who owns the account. This includes:
   • Logged Phone Calls
   • Follow-ups
   • Individual Emails
   • Appointments
2. The date of the last insertion on the account.

Note: Mass campaigns sent by any user do not count as activity.

 

To Enable Fair Game

To Enable Fair Game accounts, click Settings > All Settings from the left-hand navigation menu.



Click the All Settings link to display the system's general settings.



Navigate to the Sales section of the General Settings window. Here you will configure the period of time that must pass before an account is considered fair game. If you configure both fields, then both rules must be past the configured dates for the account to be claimed. 

 
Click the Save button when you are satisfied with your selections.

Identify a Fair Game Account

To identify which accounts are fair game, click Accounts using the left-hand navigation menu.

Click the button located at the top of the page.

Select Yes from the Fair Game drop-down menu to see your fair game accounts.

You can also enable the Fair Game column header by clicking the column header filter button and selecting Fair Game.

To Claim a Fair Game Account

click the View button