Search criteria for contacts

I want to search my personal tagged contacts for any contacts that do not have a task assigned to it. How would I accomplish this? Thx in advance

Have you tried this Admin/Task Note report?

You may need to use this to find the ones with a task, apply a tag to id them as"has a task" then use the regular contact search to find your contacts that don’t have the “has a task” tag. If you use campaigns to set up the tasks, you can add a step to apply the “has a task” tag to help keep your list up to date.

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3 Likes

Thanks Nora for the response. I was able to search the tag “Prospect” and I
have accomplished what I wanted to do. Thanks so much.

Terry

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Terence Bloom Mr.
Channel Sales Manager | www.wildix.com/us
Tel: 614-484-1528

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