I'd like to know if it's possible to create a report of leads (and opportunities) with NO open activities ?
I keep on searching but it seems to be complicated.
Thanks in advance.
Claire
답변 3개
You would end up needing to set up a custom report type for this.
https://help.salesforce.com/help/doc/en/reports_defining_report_types.htm
This is a blog post that I think steps through the whole thing:
http://www.genbu.co/how-to-report-on-accountsopportunitiesleads-without-an-open-task/
