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Aisnard
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Member since ‎Nov 9, 2020
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Arthur Isnard

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MasterElecTampa on October 28, 2020
Cross Object Reporting Calls & Companies
I'm trying to find a solution to the limitations to cross object reporting. User Story: As a sales company I would like to see all owned companies that have not been contacted "this month". - My current solution is to create a workflow to f read more
Reply Discussion Enterprise
0 upvote
5 Replies
Aisnard
Participant
November 09, 2020
Hi @Mike_Eastwood is it possible to have target contact instead of target account? I'm looking for a report to show contacts that never have a l...read more
rjohnsonM3 on May 15, 2020
Contacts or Companies with no activity
Hey, all. I've been asked to create a report that shows either Contacts or Companies which have not had a call or meeting for 30/60/90 days. The problem I'm finding though is that the filters in the reports don't really support this. I can filter read more
Reply Discussion Contact Analytics Sales Dashboard Sales Team Productivity
7 upvotes
14 Replies
Aisnard
Participant
November 09, 2020
Hey, all. I would like to create a report that shows Contacts which have not had any call or meeting all time. How to do so? HHHEEELLLLPPPP! ...read more
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