View to show only marketing tasks and activities (not sales or service related) RRS feed

  • Question

  • I would like to create a view that shows only tasks that are associated with marketing - not sales or service entities.

    Is there a way to set it so that only the tasks that are related to a campaign or campaign activity are shown (not lead, opportunity, account)?

    Any suggestions would be appreciated!

    Wednesday, January 14, 2015 9:08 PM

All replies

  • ave you tried to add a condition to exclude these tasks that you do not wish to see?

    like "find all tasks where regarding lead - created date - does not contain data".

    this will remove all the tasks that has regarding lead set, since created date will always have a date.



    Wednesday, January 14, 2015 9:23 PM