Finding leads with no scheduled activities

[Keith Cramer]

We've just migrated to sugar from ACT and are working out the kinks now.

We require all of our reps to have activities scheduled for all of their leads. If they do not feel a lead is worth a scheduled activity,then the lead is removed or given to another rep to work it.

Each of my reps has anywhere from 500 to 2000 leads in the system.

How do I find all of the leads that DO NOT have a "planned" call scheduled?

I want to make sure that these leads are being given proper attention by the assigned rep, and if they are not being attended to properly I am going to reassign them to a different rep.

Thanks,
Keith

[salesagility]

Nice question :-)

Use iReport and Zucker Reports.

Construct a query in Zucker to search in calls, leads and leads_calls where count of status=planned = 0

Upload report to Zucker