REPS 101 - Online FAQ

Active Leads with Nothing Scheduled

Posted by Taylor Reporting Solutions, LLC on December 24, 2014 at 10:50 AM

Want a list of all your active leads who don't have a follow-up activity scheduled? It's easy. Here's how:


 

Reports -> Marketing -> Contact Listing

 

In Selection Criteria:

1. In Sales Counselor, choose yourself

2. In Status Codes, select the codes you use for active leads

3. In the Next Cont Date field (quite close to the bottom), add one exclamation point in the From column, which gives you everyone who has a BLANK next contact date (ie doesn’t have anything scheduled)

 

That will give you a list of your active leads with nothing scheduled in their future. You can add other details to the report in “Field Selections” or you can just see their names and look them up one at a time.

Let us know if you need some help!

 

 


Categories: Reports, Scheduling Activities

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