Question
Closed Lost Opportunities without a Task
I wanted to create a report that will list all my closed lost opportunites that don't have any open tasks assigned to any of the contacts.
I created a smart list with the following filters:
1. Has Opportunity
- Has opty is true
- Stage is Closed Lost
2. Not Activity was Logged
- Subject is not empty
- Status is Not Started
- Is Task True
This will pull up ALL the contacts without open tasks assocaited to closed lost optys . This is problematic because many of our optys have multiple contacts. So an opty with 4 contacts will have an open task assigned to only 1 of the contacts. The other 3 contacts are included in my list. I need to filter out those 3 contacts.
Is there any easy way to do this?
I created a smart list with the following filters:
1. Has Opportunity
- Has opty is true
- Stage is Closed Lost
2. Not Activity was Logged
- Subject is not empty
- Status is Not Started
- Is Task True
This will pull up ALL the contacts without open tasks assocaited to closed lost optys . This is problematic because many of our optys have multiple contacts. So an opty with 4 contacts will have an open task assigned to only 1 of the contacts. The other 3 contacts are included in my list. I need to filter out those 3 contacts.
Is there any easy way to do this?