Feb 1, 2019 2:30 PM
Feb 1, 2019 2:57 PM
Hi Adam, Hi Jenny
We've got several filters set up in one of our clients accounts as audit tool.
The filter shows us any object (Deals, Companies or Contacts) with missing information on key properties.
We have some really complex Workflows so the filters act as a sanity check to ensure all properties are filled in. It's easy to see at a glance any lists that arent' empty need attention.