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How to create a Saved search that shows all leads with no recent activity logged?

edited Jun 2, 2025 2:33PM in Ask A Guru 8 comments

Hello,

Recently we assigned some of our estimators lead accounts to have them reach out and establish communication with them. We are making it a "contest" so the first estimator that completes their assigned list wins a prize. However, I am trying to create a search that shows all assigned accounts that haven't had a completed activity logged in NetSuite but I cannot seem to get it to work. If I add the filter Activity : Date Completed Not Within this year, it just shows me accounts that have an activity log from the past.

We just want a running list of accounts that have not been contacted this year, regardless if they have an activity logged in the past. Any ideas?

Best regards,

Jennifer Trejo

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