Here's how to find contacts that don't have any linked tasks or events:
- Click on “CRM” in the navigation bar to pull up the full list.
- Select "Add a filter" under “Filter” in the upper right.
- Select "Tasks and events" from the dropdown list, then select “is not attached,” to a “pending,” and “task or event." You’ll also have an option to select a box to include overdue tasks.
- Apply the filter to see a list of contacts without an associated task or event.
- Want to save your filter for easier access? Learn how to save a view here.
Can't find what you're looking for?