I have recently joined an organization as an after market rep and have been assigned several hundred clients. I'd like to touch the accounts that have not been contacted in the longest time, first. I am looking for a way to search the Journal but we have already changed the Primary Rep assignment to "me" so sorting by the Last updated column will not produce the detail I need. I can't seem to find the correct combination in the Reports Explorer either.
Help and direction greatly appreciated.
Help and direction greatly appreciated.
Comment