You can create a list of all the companies you didn’t visit in the course of the last year by setting up a new segment. 

  1. To do so, go to companies in your CRM module and go to the dropdown menu next to the search field, where you choose for “Create new segment”.
  2. Name the segment, e.g. “Not visited the last year” and define a fitting rule. You best choose “Last meeting is more than X months ago” and fill then the number 12 in to specify that this segment is about a timespan of 12 months.


You create lists dealing with different time spans in the same way.