AnsweredAssumed Answered

Closed Lost Opportunities without a Task

Question asked by ed93c14fdffd8134a452cf4347e928152ff61e72 on Oct 2, 2013
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?

Outcomes