Friday, February 1, 2019

Saved Search > List Sales Rep that have no Activities

Steps to create a Saved Search which lists all Customers with no Activities logged and is tied to a Sales Rep.


1. Navigate to List > Search > Saved Searches > New.
2. Choose Customer for the Search Type.
3. Under the Criteria tab add the following Filters:
    Activity fields... : Internal ID | is none of -None-
    Sales Rep | choose the Sales Rep Names in the next pop up window
4. Click Preview.
5. Once verified that this is correct click Save.

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