Simple filtered Deals does not match an Active list with the same filter criteria?
SOLVEI'm trying to filter a subset of deals by 1. their Pipeline, 2. a property called "Campaign". When I use the identical filter criteria in the Deal view and as a active list I get vastly different results.
The filtered Deal view shows 124 records, and the List shows only 1. The list has finished processing... what is happening?
I feel like I must be missing something very basic...
2 Accepted solutions
Simple filtered Deals does not match an Active list with the same filter criteria?
SOLVEHi @clutters,
What happens when you pick a deal from the filtered view and test it against the list criteria?
Best regards
| Karsten Köhler |
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Simple filtered Deals does not match an Active list with the same filter criteria?
SOLVEHi @clutters
Unless my eyes are deceiving you, you are using different filters - campaign is "2024 Gala" in the list and "2023 Gala" in the view.
Frank
Found my comment helpful? Great! Please mark it as a solution to help other community users.
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Simple filtered Deals does not match an Active list with the same filter criteria?
SOLVE
Simple filtered Deals does not match an Active list with the same filter criteria?
SOLVESimple filtered Deals does not match an Active list with the same filter criteria?
SOLVEHi @clutters
Unless my eyes are deceiving you, you are using different filters - campaign is "2024 Gala" in the list and "2023 Gala" in the view.
Frank
Found my comment helpful? Great! Please mark it as a solution to help other community users.
|
Simple filtered Deals does not match an Active list with the same filter criteria?
SOLVEHi @clutters,
What happens when you pick a deal from the filtered view and test it against the list criteria?
Best regards
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
