Converting New BP's into New Customers
Created by: Zach Hill
Summary: find customers who haven't bought from you
Business case: When the office staff onboard a new customer sometimes the sales team do not know about it. This query can be used with alerts to email your sales team every Monday to let them know there are customers that need to be followed up on. Never let an eager new customer become a dead lead again. Cheers!
, (DateDiff(dd,T0.[CreateDate],GetDate())) AS 'Aging Lead'
, Concat(T0.[MailStrNo], ' ' ,T0.[MailAddres] , ', ' , T0.[MailCity] , ', ' , T0.[State2] , ' ' , convert(varchar(5),T0.[MailZipCod])) AS 'Location'
FROM OCRD T0
LEFT JOIN OINV T1 ON T0.[CardCode] = T1.[CardCode]
WHERE T0.[CardType] = 'C'
AND T1.[DocNum] IS NULL
AND T0.[validFor] = 'Y'
ORDER BY T0.[CreateDate]