TIME FRAME
Date Field (Last Activity)
Range (Custom - Last Week)
When I run this report it shows me all the leads that are on my salesperson's calendar for last week with the exception of leads that have a future appointment set up (open activity). So my question is this. Is there a way to include those leads that are on last week's calendar but have an open activity? Basically, I would like to run a report on leads that were on last week's calendar regardless of them having follow up appointments or not.
Regards,
Ivor Miskulin
Seven LLC
답변 2개
What Report Type are you building your report from? Are you using a Leads report, Activity report, Activities with Leads? Can you post a screenshot of your report with the Filter Criteria?
