How to query Leads by Activities

[Gizmox]

Hello Sugar experts,

We are trying to query Leads by Activities with no luck. Can someone give us a hint here?

Thanks,

The Gizmox's team

[salesagility]

OK ... sugar flavour (pro/ent/ce) + version (5.2/5.5 etc) would help + fuller description of the query you are trying to achieve

[Gizmox]

Hi Salesagility,

Thanks for your response.

We are using CE 5.5 and would like to query Leads according to its sub entities (i.e E-mails, Sales, Calls).
For example, we would like to get a list of all the leads that posted questions via e-mail on specific topic, or the leads that bought specific version of a product last week, Etc.

We can't find a way to define queries for our CRM users that combines parameters from several defined modules and receive a list of entities of a certain type - in this case we need a list of all the Leads that where involve with the specific activity.

Hope this makes sense,

Gizmox

[salesagility]

Yes, it makes sense ... the reporting you're looking for is relatively straightforward using ZuckerReport and iReport.

There's a learning curve ... not too steep for anyine who has used a report generator like crystal reports ... but this will give you full data mining across the sugar db

[Gizmox]

Thanks again for your help,

Now, I'm not familiar with those tools, are they fully integrated within Sugar? For example will we be able to generate a list of Users with specific characteristics using either one of those tools, which can be integrated into one of the Sugar's campaign lists for example?

[salesagility]

Yes, they are fully integrated and yes, you can integrate with target lists.

[Gizmox]

Great. Thanks for your help.