How can I find Leads with no Activities since a certain date?

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Posted on by Tom Santschi

Our sales team wants to reach out to leads every three months. I am trying to write a query in the Advanced Find that results in all leads that have had no completed Activities since a certain date. Please help!

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Tom Santschi 35 on at

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Re: How can I find Leads with no Activities since a certain date?

Thanks Gretchen.

We went the plugin route and created a "Last Activity Date" field on the Lead. Having moved from SalesForce to CRM, the Sales team built their processes around that field. It seems a natural datapoint... I wonder why MS didn't do something similar.
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GL-23071537-0 on at

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Re: How can I find Leads with no Activities since a certain date?

Hi Tom,

You can run the out-of-the-box Neglected Leads report. You can also do your own queries. See this previous post.

community.dynamics.com/.../174323.aspx

And also this blog...

www.powerobjects.com/.../searching-for-accounts-contacts-without-opportunities