Sales managers can use this report to identify accounts in Salesforce that have had no logged activities within a given time period, helping prioritize outreach. This article uses a Cross Filter on the Accounts report type.
To find accounts with no logged Activities in Salesforce, create a report using a Cross Filter on the Account report type. Follow the steps below.
The video below demonstrates how to configure the Cross Filter to exclude accounts with related activity records.
Note: This type of report can also be used with other related objects, depending on your business use case and how your organization is built.
Related Articles:
Create a Cross Filter
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