Creating a report for leads

Bob Laabs
Bob Laabs Member Posts: 2 NEW MEMBER
edited February 27 in Sales CRM #1

I want a report that will show me leads, prospects, existing customers that have no follow up task or to do

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Answers

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 157 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 5 Answers 25 Likes

    you'll need several reports for that as you probably want to measure each individually.

    as condition, use "next activity date" is empty. these are all items without outstanding scheduled activity

    you probably want to filter additionally by non-archived leads and open deals / contacts with open deals