I would like to create a report that shows all the leads that have been contacted more than a certain amount of times- for example, more than 5 times.
1 respuesta
You are going to either have to write a trigger
https://success.salesforce.com/answers?id=90630000000gmFRAAY
You can also use a 3rd party app to give this information like RollUp Helper
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009i3UpEAI
Or you can make a process builder and flow that launch on the edit of the lead the goes and gathers up all the activities and then post the update to a custom field on the lead.
If you did this with reports you will not be able to filter out the ones that don't meet the condition.
