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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Report that tells if a...
Microsoft Dynamics CRM (Archived)

Report that tells if a lead has not been modified one week after created

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Posted on by AMM 610

Hi, How can I create a report in CRM Online that will tell me what leads have not be modified 1 week (or 7 days) after they were created?   I have tried to create this report and it lets me choose the condition "created on" and "older than X months" and the same for "modified on".  But I don't want to wait a month, I want to check in one week.

So I need a report that will tell me all leads more than 1 week old and have not been modified yet.  Any help would be appreciated!  Thanks!

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  • Suggested answer
    GL-23071537-0 Profile Picture
    GL-23071537-0 Microsoft Employee on at

    Hi AMM,

    Try the out-of-the-box Neglected Leads report and see if that meets your needs.  You can specify number of days neglected with that report.

    Alternatively, you could create a field with 3 options --New, Contacted, and Neglected (for example).  Then write a workflow or a plug-in that updates this field to Contacted if the lead is modified...otherwise after 7 days updates this field to Neglected.  Just a thought!

  • Suggested answer
    AMM Profile Picture
    AMM 610 on at

    Thank you this worked exactly as I needed!

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