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Lead with No Follow Up Call Saved Search
Here goes another saved search post from me
What I'm trying to do is find all leads that have not been followed up with any activities (especially phone calls).
I tried searching the user group and found these threads:
https://usergroup.netsuite.com/users/showthread.php?t=5275
https://usergroup.netsuite.com/users/showthread.php?t=685
However, I tried one of the solution and it didn't seem to work. I'm just wondering if anyone has had a working saved search that does this exact job.
This is what i did:
Criteria: Standard: Stage is Lead
Criteria: Summary: MAXIMUM User Notes: Date - is on or before 6 mths ago.
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