Find accounts without activity in the last year


How do I find the accounts that are dormant - ones where we haven't had a sale in the last year?


You can create a report to find the accounts that HAVE had activity in the last year, but there's not a built-in way to find the ones that HAVE NOT had activity in the last year. For that, you'll need to use Excel. Here's a video that shows how:

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us