I want to create a view where the last activity is greater than 30 days that I can save… all I seem to be able to do is create one that has a fixed date which means I have to constantly do it over and over… this should be a template that should be in any crm to prevent leads from falling through the cracks
Hi @BrianR
You can do this in lists (which are a Marketing Starter feature) but not in views, unfortunatly.
I’m sure there is a good reason for this but it would useful to be able to use the ‘is more than X days ago’ format in contact views.
Another poster rasied a similar issue a while back but found the own solution: Filter contacts which have no activity since two weeks
If you can not find an existing one, I suggest you post this in the ideas forum so that other users can vote on the idea.
Hope this helps.