CRM

gelflex-cc
Key Advisor

what is last modified date tied to?

SOLVE

I am adding parent/child relationships and do not want to go back over the same companies.  Looking for an appropriate filter. Have tried last activity, last modified and they are populating with today's date.

 

I am opposed to setting up an additional custom field to track this - too many of those already.

 

Looking for others best practices.

 

Thanks.

0 Upvotes
1 Accepted solution
caiocampos
Solution
Participant

what is last modified date tied to?

SOLVE

Hey Gelflex, I kinda had the similar doubt.

 

I have tried some moves and it seems that is just the date that any modification in a property/field of a deal, or the name ,amount, stage changes, different details such as this.

 

Hope this can help!

 

 

 

 

 

 

View solution in original post

0 Upvotes
2 Replies 2
caiocampos
Solution
Participant

what is last modified date tied to?

SOLVE

Hey Gelflex, I kinda had the similar doubt.

 

I have tried some moves and it seems that is just the date that any modification in a property/field of a deal, or the name ,amount, stage changes, different details such as this.

 

Hope this can help!

 

 

 

 

 

 

0 Upvotes
gelflex-cc
Key Advisor

what is last modified date tied to?

SOLVE

@caiocampos Thanks.