Reply
Contributor
DerekLanham
Posts: 3

Leads that have no activity by me within the past month...

I would like a report that tells me all of my leads (or contacts) that have no activities by me within the past month (or configurable timeframe). I can get a list of all my leads, but our marketing department sends out e-mails regularly, and I don't want those counted as recent activity, I just want my own activity to count. This would also need to show the my leads (or contacts) that I have no activity at all.

 

Reasonably this is probably broken down into 4 reports:

1) Leads with my activity that is older than 1 month

2) Leads with no activity by me

3) #1 with contacts

4) #2 with contacts