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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
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    2024年5月17日 17:42

    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

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