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Customer experience | Sales, Customer Insights,...
Unanswered

How to check whether the lead has got a task or not?

Posted on by 15

Hi,

There are some of my leads do not have a task.

So, I want to see which leads have got tasks and which do not.

So, how is it possible to track it? 

Maybe there are some ways to add the tasks bar in a view?

Please sadvice

  • empath-e CRM Profile Picture
    empath-e CRM 1,134 on at
    RE: How to check whether the lead has got a task or not?

    Sorry I forgot to add, to return Leads with no Task just switch the condition to Does not contain data

    pastedimage1664293112424v1.png

  • empath-e CRM Profile Picture
    empath-e CRM 1,134 on at
    RE: How to check whether the lead has got a task or not?

    Hi,

    You could create a view using the Advanced filters adding a condition using the Choose a related entity

    pastedimage1664292655460v1.png

    Search for Tasks(Regarding) which will show Contains Data

    pastedimage1664292766464v2.png

    Then Save as new view

    pastedimage1664292853643v3.png

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