Report of companies for whom we worked before

[SBencheikh]

Hello, 

I would like to create a report that gives me the list of all the companies for whom we worked in the past (so we have a won opportunities) and with which we didn't have a contact in the last 12 months. 

Example : I was working with company X in 2021 (so I have a concluded trabsaction with them) and we didn't discuss with them since 2022. 

My idea is to contact all of them to try and work again. 

If you could help me with that that would be great. 

Best regards, 

[Chaofan]

Hi @SBencheikh,

Directly creating company list would be a better option for your situation. You can access it by clicking CRM -> Lists -> Create list -> Company-based, and then apply the fliters shown below:

Best,

Chaofan Wu