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
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
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