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This article has been updated for the latest version of Less Annoying CRM. If your CRM looks different, you can click here to upgrade to the newest version of LACRM!

Filter to show leads with no tasks

Here’s how to find leads with no follow up scheduled:

  • Hover over “Reports” in the navigation bar on the left, and select “Leads” from the menu.
  • Please note: pipelines are customizable and the exact options may vary based on your account structure.
  • Select "Add a filter" in the "Sort and filter" section on the left.
  • In the dialog that appears, select “Tasks and events” near the bottom of the dropdown.
  • Select “is not attached to” a “pending” “task or event.”
  • Apply the filter to show a list of contacts in your pipeline that do not have an associated task or event. You can begin working through the list from there to add follow ups to your leads.
Next up:
Filtering, pipeline, follow up
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