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Leads without Completed Phone Calls RRS feed

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    Hi all,

    From what I can see the CRM 4.0 advanced find will not allow me to locate ALL Leads without a completed phone call. How do I get around this (SQL)??
    Tuesday, January 26, 2010 12:00 PM

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    SQL is an option. Another is to use a Marketing List. Add in all leads and remove those WITH a completed phone call.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Tuesday, January 26, 2010 12:18 PM
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    Try something like:

    Select * From FilteredAccount
Where AccountId Not In(
Select
	PartyId AccountId
From 
	FilteredActivityParty ap
	Inner Join FilteredPhoneCall pc on ap.ActivityId = pc.ActivityId
Where 
	ap.PartyObjectTypeCode = 1
	And pc.statecode = 1)
    Truth is opened the prepared mind

    My blog (english)
    Мой блог (русскоязычный)free countersLocations of visitors to this page
    Tuesday, January 26, 2010 12:47 PM
    Moderator

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  • Question
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    SQL is an option. Another is to use a Marketing List. Add in all leads and remove those WITH a completed phone call.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Tuesday, January 26, 2010 12:18 PM
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    Ok thanks, but remove leads with a completed call is going to have to be done manaully..isn't it?
    Tuesday, January 26, 2010 12:20 PM
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    Try something like:

    Select * From FilteredAccount
Where AccountId Not In(
Select
	PartyId AccountId
From 
	FilteredActivityParty ap
	Inner Join FilteredPhoneCall pc on ap.ActivityId = pc.ActivityId
Where 
	ap.PartyObjectTypeCode = 1
	And pc.statecode = 1)
    Truth is opened the prepared mind

    My blog (english)
    Мой блог (русскоязычный)free countersLocations of visitors to this page
    Tuesday, January 26, 2010 12:47 PM
    Moderator
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    From within the Marketing List Members section on the Marketing List form, you'll see a button called Manage Members. This has four options, including "Use Advanced Find to Remove Members" -- this is the feature that Leon was referring to.

    Tuesday, January 26, 2010 12:55 PM
    Moderator
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    Creating the marketing list and removing leads with phones got me the info I wanted - thanks to all that helped! :-)
    Thursday, January 28, 2010 2:58 PM