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  • I need to be able to query against records in CRM, mostly contacts but occasionally a lead or opportunity, to be able to lookup the last time we made contact with a record (i.e. # of days) and also against their role... so for example:

    I want to look at "Purchasing Managers" (by title) only and have a report that comes back showing me how many days it has been since the last posted activity to their record.  Do I need to custom program this?

    Monday, May 9, 2016 7:13 PM