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I have a large number of leads in the CRM in which I want to send out marketing materials to.Thus i need to make sure all the leads have a number of key fields filled in, specifically Street 1, Zip/Postal code, Office type i.e. head or branch, email so I can mail and email them.
Therefore I'de like to be able to run a report that tells me how many leads have an email, how many don't, how many have Zip/postal code and how many dont etc. for all of the neccessary fields in a summary. Is this possible?
I know I can do each one separatley in an advanced find but I would like a concise report/table that is easy to read and print off.
You might take a look at the commercial solution from my fellow MVP Mitch Milam http://www.crmaccelerators.net/products/crm-data-validation-2/
It will give you pretty close to what you want plus some additonal functionality with no effort and just a slight investment of cash.
Jerry, Microsoft Dynamics CRM MVPCRM InnovationNeed a solution for CRM to help you manage Events or Email Marketing?Follow me on TwitterIf this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"
Jerry, Microsoft Dynamics CRM MVPCRM Innovation - Consulting and SolutionsNeed a solution for CRM to help you manage your Internet Lead Capture or Events or Email Marketing?Follow me on Twitter
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