I need to create an Aging Lead Reports (Leads without an Activity logged in 5, 15, 30, and 45 days)
How would I format it to show those milestone days?
1 件の回答
Eric Burté (DEVOTEAM) Forum Ambassador
Hello @Lisa Pazienza do you track activity on lead (in this case, sort by LastActivityDate that will be the most recent among the due date of the most recent event / most recent closed task date logged for this record) or do you rely on lead lastmodifieddate ?
In all cases, a report should be enough. A formula can handle the bucket operation.
Eric