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CRM Idea Center
Status Future consideration
Categories Reporting
Created by Mimi Freleaux
Created on Aug 29, 2023

Report Enhancement - Accounts with no completed events 120 days

Advanced AE Summary Report: Either 1.) add another metric to this that shows accounts assigned to rep that doesn't have completed activity in 120 days, OR 2.) When you click on the accounts that haven't been touched in 90 days to be able to sort by the column, Last Completed Event, oldest first.



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