Hoping someone can help me figure this out. Feels super basic (and is in other CRMs!). I'm trying to find a quick, easy way to audit deals for activities. My goal is to simply ensure that every open deal has an activity set for it since we track primarily by task. I'm trying to make sure no deals fall through the cracks.
Currently, only way I've found is to manually go in and look at every deal to ensure there is a next task set up. It's ok if it's past due (that's a different issue 🙂 ).
Is there any way to ensure every deal has an activity/task set up without having to manually go into each one?