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Last update on a lead RRS feed

  • Question

  • We receive quite a lot of leads and have created a number of views eg Open leads in April, May etc. To see when the last time we "touched" these leads we created a view with "last update" on the view. However - we need to see any activity with that lead - eg if we receive an email response. This is currently not shown and it means going through hundreds of leads to see which ones need contacting. Any ideas? 

    Tuesday, July 22, 2008 7:56 AM

Answers

  • You may want to create a custom report that shows you everything you want to see in one report and provides the ability to filter on the Lead modified date.

     

    Best Regards,

     

    Tuesday, July 22, 2008 1:30 PM

All replies

  • CRM 4 doesn't support multi entity views. You may either create a custom ASPX page to see all regarding activities, or(better) create a new view against the Activity(regarding = lead).

     

    Cheers,

    Jim

    Tuesday, July 22, 2008 8:36 AM
    Moderator
  • You may want to create a custom report that shows you everything you want to see in one report and provides the ability to filter on the Lead modified date.

     

    Best Regards,

     

    Tuesday, July 22, 2008 1:30 PM