Finding Stale Accounts (Prospects)

[jborello]

Hello.

Does anyone out there have a good way to find "stale prospects".

For us, we are looking for any Account of a particular type(s) that has not had a task created within X days.

TP is saying I need a custom report - but I can't believe I am the only guy who ever wanted to do this.

For customers, we can use "no SO created in X days" - but that doesn't work for an account that is still a prospect.

Anyone?

Thanks,
Jeff

[jborello]

Ok - I guess I was wrong....apparently it is just us

Custom report it is, I guess.

[ccsolutions]

Jeff,

We typically use the Opportunities list view for this. It also shows the overdue tasks associated with the opportunity.