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I am having difficulty creating a view of account for an SDR.
What I am having difficulty with is; I want to have a view where I can filter it so it contains only accounts with no activities along with the other filters seen below. I also want it to include accounts which contain activities conducted by the SDR, so that when they complete an activity, the account doesn't fall out of the view.
I have tried creating it by using the filters below but this has not worked for me. I would greatly appreciate any help.
As per your requirement, you want the following views:
1) Account records with no associated activities
2) Account records with activities created by the specific Sales Person
However, this cannot be achieved in a single view, for this you have to create the following two different views:
1)Account ->Activity (Regarding) does not contain data
2) Account ->Activity (Regarding) created by the specific Sales Person.
Hope this helps.
Please mark as verified if the answer is helpful.
Thank you for solving this!
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