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How do you track whether the leads have got tasks or not?

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Posted on by RodionT

Hi,

I've got quite large lead database and sometimes I accidentally forget to add the task to some leads.

How can I track whether the leads have tasks or not?

I want to find leads that do not have tasks and add relevant tasks for those leads.

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Abdul Wahab 12,077 Super User 2024 Season 1 on at

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RE: How do you track whether the leads have got tasks or not?

Hi RodionT ,

Is this mean your issue/concern has been resolved?

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../
RodionT 15 on at

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RE: How do you track whether the leads have got tasks or not?

I've got a view with some leads which has the tasks. I guess these are the leads that do not have tasks only on a stage of qualifying.
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Bipin D365 28,959 Super User 2024 Season 1 on at

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RE: How do you track whether the leads have got tasks or not?

Hi,

Please share what you have in your instance
RodionT 15 on at

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RE: How do you track whether the leads have got tasks or not?

Unfortunately, we are not able to set the view in this way.

May you share the screenshot with me of how the view would look like after applying this configurations?
RodionT 15 on at

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RE: How do you track whether the leads have got tasks or not?

Unfortunately, we are not able to set the view in this way.

May you share the screenshot with me of how the view would look like after applying this configurations?
Bipin D365 28,959 Super User 2024 Season 1 on at

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RE: How do you track whether the leads have got tasks or not?

Hi,

You can easily find Lead with No Task

Please see below image

Does Not Contains Data is key in screenshot
Abdul Wahab 12,077 Super User 2024 Season 1 on at

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RE: How do you track whether the leads have got tasks or not?

Hi RodionT,

Use the below query when the Lead has the task

and the below query when not

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../