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Topics#Reports & DashboardsPregunta de Merchandising Team
Merchandising Team ha preguntado en #Reports & Dashboards
13 jul 2018, 1:30

Is it possible to create a lead report of leads who have never been emailed?

I have an introduction email that I need to send out to leads that I have called today but not emailed previously. 
4 respuestas
  1. Sugandi Lin (Salesforce)
    13 jul 2018, 4:42
    Hi.

     

    You can create a custom report type with that

     

    (go to setup --> report type)

     

    Choose lead as primary and activities as its child

     

    go to report builder and use that report type.

     

    Add "Task Subtype" and "Subject" (add what you want such as date and etc) to the report

     

    and group it by either full name or company (as per your preference)

     

    Here is a quick glance of what I've done on dev org as sample for your reference:

     

    Hi. You can create a custom report type with that (go to setup --> report type) Choose lead as primary and activities as its child go to report builder and use that report type.

     

    So in here we can see that you have conducted a call on Phyllic and email

     

    yet on Andy Young u've not sent email yet to him.

     

    Hope it helps..

     

    Cheers,

     

    Sugandi
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