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Filter to show contacts with no tasks or events

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.
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Keywords:
Tasks, events, no follow up
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