Filter to show leads with no tasks

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

• Mouse over “CRM” in the navigation bar and select the appropriate pipeline name.
• Please note: pipelines are customizable and the exact options may vary based on your account structure.
• Select "Add a filter" under the “Filter” option in the upper right.
• 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.
• Want to save your filter for easier access? Learn how to save a view here.