• abates
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Following up on leads and accounts is an important activity for our sales team. I'm trying to find a way to find and report on leads and accounts that have a specific status (e.g. active) but have no scheduled activity? Is there any way to create this report? Is this a workaround? Salesforce has told us that the capability does not exist. Please help.  
  • September 16, 2008
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I'm trying to create a formula/rule that forces a user to enter text if "Other" is chosen in a related picklist.
 
Help please.
  • September 09, 2008
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  • 0
Following up on leads and accounts is an important activity for our sales team. I'm trying to find a way to find and report on leads and accounts that have a specific status (e.g. active) but have no scheduled activity? Is there any way to create this report? Is this a workaround? Salesforce has told us that the capability does not exist. Please help.  
  • September 16, 2008
  • Like
  • 0
I'm trying to create a formula/rule that forces a user to enter text if "Other" is chosen in a related picklist.
 
Help please.
  • September 09, 2008
  • Like
  • 0