I cannot use a filter for only recent deals because the filters don’t allow “OR” settings. Truly what I want is the following:
Deal stage is not (Closed Won, Closed Lost, CQI)
OR
Deal Last Activity is (within last 3 months)
I cannot use a filter for only recent deals because the filters don’t allow “OR” settings. Truly what I want is the following:
Deal stage is not (Closed Won, Closed Lost, CQI)
OR
Deal Last Activity is (within last 3 months)