Need a way to show accounts billed or created between specific dates
I need a way to view accounts with billing from the earliest date available until 13 months ago. This report is for our Account Draft where we reassign accounts that haven’t had any billing for 13 months or more (if billed in the past). It would also be nice to see prospects and leads created between dates for similar purposes.
Daryl Heller commented
One additional thought on this is to have a way to see what prospects are actually being worked by being able to pull a report that shows what accounts have had "no activities" in a specific time period. I am doing an account draft also, and have over 300 prospects in Matrix but no way to see the ones are just sitting on someones list not being worked.