Deal Filter

解決
常連投稿者

I'm trying to create a filter that will let me check on any stagnant deals. So for example, if any deals have not moved in the last 30 days. I thought the best way to do this was by creating a filter using LAST MODIFIED DATE, however none of the options seem to work well. 

 

The best option seems to be to create a filter using LAST MODIFIED DATE, IS BEFORE [click back 30 days on the calendar], DEAL STAGE IS NONE OF Closed Won or Closed Lost.

 

The main problem is that I will need to manually change the date each time the filter is used. Is there a better way to accomplish this?

 

Thanks for your help,

 

Jeremy

承認済みベストアンサー

受理された解決策
Highlighted
コミュニティー管理者

Hi @Jovial_Jeremy,

 

I want to tag in a few users who may have some tips for you!

 

@johnelmer@Mike_Donnelly@Yeti_Mike@Josh do you have any suggestions for @Jovial_Jeremy?

 

 


Did my post help answer your query? Help the Community by marking it as a solution
返信
0 賛成の数
Regular Contributor | Diamond Partner

Thank you for the shout out @jennysowyrda!

 

Hi @Jovial_Jeremy!

 

Great question. Unfortunately the filtering option doesn't have a "more than" or "less than" X days ago option which would save you from updating it each time.

 

I have a solution for you but it requires HubSpot Marketing Hub. Does your company have HubSpot Marketing Hub as well?

 

Best regards,

 

Mike

Head of Marketing & Operations

Measured Results Marketing

3件の返信3
Highlighted
コミュニティー管理者

Hi @Jovial_Jeremy,

 

I want to tag in a few users who may have some tips for you!

 

@johnelmer@Mike_Donnelly@Yeti_Mike@Josh do you have any suggestions for @Jovial_Jeremy?

 

 


Did my post help answer your query? Help the Community by marking it as a solution
返信
0 賛成の数
Regular Contributor | Diamond Partner

Thank you for the shout out @jennysowyrda!

 

Hi @Jovial_Jeremy!

 

Great question. Unfortunately the filtering option doesn't have a "more than" or "less than" X days ago option which would save you from updating it each time.

 

I have a solution for you but it requires HubSpot Marketing Hub. Does your company have HubSpot Marketing Hub as well?

 

Best regards,

 

Mike

Head of Marketing & Operations

Measured Results Marketing

アドバイザー
 
返信
0 賛成の数