Neglected Leads

Does this report simply look at the modified date on the lead??
If this is the case then it is very possible that the lead has been active
because manya activities could have been added which do not update the
modified date.

Does anyone know how to run a query to search for all leads that
a) do not have any activites set at all (at any status)
b) do not have any activities due from now today forward (this must also
capture those leads with no activities at all).

Many thanks

James

imumar
Fri May 25 06:55:01 CDT 2007

Hi James,
This report do check activites performed on lead.

If you want to create your own query than you need to check out following
views;
FilteredLead, FilteredActivityPointer

You may contact me directly at my email address if you need any help on this.
--
PLEASE do click on Yes or No button if this post was helpful or not for our
feedback.

uMar Khan
Email for direct contact: imumar at gmail dot com


"JamesE" wrote:

> Does this report simply look at the modified date on the lead??
> If this is the case then it is very possible that the lead has been active
> because manya activities could have been added which do not update the
> modified date.
>
> Does anyone know how to run a query to search for all leads that
> a) do not have any activites set at all (at any status)
> b) do not have any activities due from now today forward (this must also
> capture those leads with no activities at all).
>
> Many thanks
>
> James

JamesE
Fri May 25 07:52:02 CDT 2007

Thanks for your response. I take it that this is not possible through
advanced find. If not I'll have a look at the reporting query and see if I
can figure it out.

James

"uMar Khan" wrote:

> Hi James,
> This report do check activites performed on lead.
>
> If you want to create your own query than you need to check out following
> views;
> FilteredLead, FilteredActivityPointer
>
> You may contact me directly at my email address if you need any help on this.
> --
> PLEASE do click on Yes or No button if this post was helpful or not for our
> feedback.
>
> uMar Khan
> Email for direct contact: imumar at gmail dot com
>
>
> "JamesE" wrote:
>
> > Does this report simply look at the modified date on the lead??
> > If this is the case then it is very possible that the lead has been active
> > because manya activities could have been added which do not update the
> > modified date.
> >
> > Does anyone know how to run a query to search for all leads that
> > a) do not have any activites set at all (at any status)
> > b) do not have any activities due from now today forward (this must also
> > capture those leads with no activities at all).
> >
> > Many thanks
> >
> > James