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Is there a way in which I can sort/filter the Contacts List to display contacts assocaited with an active deal? My end goal would be to filter to a list of contacts which are associated with a deal that was created on a certain date (i.e. yesterday) so I can enroll them in a sequence.
Try to create an active list with these filters: Contact filter: Associated deal is Known and Deal filter: Create date is less than 1 day ago. Check SS: https://prnt.sc/1s4kqnb
Hope this helps!
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Try to create an active list with these filters: Contact filter: Associated deal is Known and Deal filter: Create date is less than 1 day ago. Check SS: https://prnt.sc/1s4kqnb
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.