I was hoping to filter the results to just the contacts where the Last Meeting was <Today. However, yesterday when I used the 'today' filter, the date of 12/9 was entered. Today, the date is still 12/9.
Perhaps there will be some way to use a period (like today, this month, last month, etc) as a filter someday.
Can’t answer your question but like to chime in. I‘d like to have a report that shows the deals that pretend to be in the contract negotiation phase but there hasn’t been an evaluation/POC for the product they shall buy from us.
I was hoping to filter the results to just the contacts where the Last Meeting was <Today. However, yesterday when I used the 'today' filter, the date of 12/9 was entered. Today, the date is still 12/9.
Perhaps there will be some way to use a period (like today, this month, last month, etc) as a filter someday.