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Lead with No Follow Up Call Saved Search

edited Jan 3, 2020 1:22AM in Search / Reporting 2 comments

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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