How to filter our leads with Open Tasks due in the future?

[Anonymous]

Hi all!

Does anyone have experience filtering out leads with Open Tasks in salesforce, where the Task is due in the future? There is the "activity is logged" filter and you can filter for Due Date. But none of the options seem to let you filter out "has yet to occur", only things like date ranges or "yesterday" or "this month". 

I need to make sure any lead with an Open Task that isn't due yet is not contacted. Any idea how to do this without manually changing the filter all the time?

Thanks!

Deanna

[Anonymous]

Deanna,

Take a look at our inactivity filters, this should help!



http://community.marketo.com/MarketoArticle?id=kA050000000KyphCAC

[Anonymous]

Thanks for the tip! I don't think this wil work since I'm looking to filter out leads from Salesforce that have outstanding open tasks attached to the lead. This doesn't address that situation.