How can I run a report to see the last contact (notes and activities) with each account?
The only thing that I have found that comes close to what we need, which is to see when our sales team last had contact with every account, is a notes report but that gives me every single note. We just want to see the last note for every account. This is basically to see when each account was last contacted but one of our sales representatives. I'm stumped.
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Eric Johnson
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