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Topics#Reports & DashboardsKathleen Bailey's Question
Kathleen Bailey (Interlace Health) asked in #Reports & Dashboards
Jul 6, 2015, 8:54 PM

Help! I need a report on oppys untouched since created date

Trying to build an "out of touch report" so to speak to manage the lead transition between ISR to AEX team and make sure nothing slips through the cracks and I've been trying to figure out this report for over an hour and can't come up with anything that works.

 

I'm wanting to pull the report to show all oppys created by ISRs that haven't been touched by the AEX ever (or since the created date). We're just wanting to pull it for the initial AEX activity, so the "last activity not equal to LAST X DAYS" doesn't work...

 

I know how to pull the created by and make it correct for the oppys, I am just struggling with the last part.

 

Anyone have insight here?
2 answers
  1. Kathleen Bailey (Interlace Health)
    Jul 7, 2015, 2:14 PM
    Hi Sunil,

     

    Thanks for the help, I'm so much closer now!

     

    One problem I'm still having: when the opportunity is created by the ISR it is converted from the lead and the oppy is created upon conversion.  

     

    Doing it this way, the lead activity is trasferred over to the opportunity.  So, all of our opportunities have some activity (for the most part, unless there was no activity on the lead), but we are looking for opportunities with no activity from the opportunity owner. Is there a way to pull that?

     

    Or no activity since the created date of the opportunity?  In theory this would work because the ISR shouldn't be having any more activity after hand-off when the opportunity is created.

     

    Thoughts?
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