04-12-2013 09:44 AM - last edited on 04-15-2013 02:00 PM by ghollister
My boss is wanting us to start using the opportunities tab and the reports and i was wondering if there is a report or a way to list the companies that have never had an new opportunity added to the record. He is also asking about the same kind of report for activities.
Thanks in advance for any and all help and replys in this thread.
[Edit: adjusted case of text for easier readability]
04-16-2013 06:35 AM
An option is to use the Company Summary report - it will list all Companies and their associated activities and/or opportunities. The Companies without an activity or opportunity will simply not have those sections. I would run the report for All Companies, all options, all dates - to ensure you capture all possible data.
Reports > Company Reports > Company Summary