Dynamic Last Contacted Date Filter i.e. Greater Than
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ステータス:
Idea Submitted
送信者:
D4niel
送信日:
10-16-2019
11:28
Option to have a report filter that can filter deals by a dynamic last contacted date.
i.e. last contacted date is greater than 7 days
At present you can only do this by a hard set date (which becomes redundent) OR against individual contacts, which is not helpful where a deal has multiple contacts associated to it.
An option to filter deals by "last contacted date is greater than n days" will provide the ability to prioritise deals where no contact has been made with any associated contact within the last 7 days for example.
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