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Andrea_08
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Member since ‎Apr 1, 2019
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Andrea_08 on June 20, 2019
Filter by Name and Company in Tasks
Hi All, I hope somebody can help: When I filter by name in Tasks and then search for a company name, I don't see all the existing tasks associated with that company. (I wish to see all the open tasks associated with a specific company). W read more
Reply Discussion Tasks
1 upvote
7 Replies
Andrea_08
Member
June 20, 2019
Thanks Josh, that helped a lot.
Solved
Andrea_08 on June 20, 2019
Filter by Name and Company in Tasks
Hi All, I hope somebody can help: When I filter by name in Tasks and then search for a company name, I don't see all the existing tasks associated with that company. (I wish to see all the open tasks associated with a specific company). W read more
Reply Discussion Tasks
1 upvote
7 Replies
Andrea_08
Member
June 20, 2019
Thanks Josh, that helped a lot.
Solved
Andrea_08 on April 01, 2019
saved filter in deals - company's site view
Hi All, I've created a filter that shows specific deal stages. How could I apply this saved filter when I choose deals in a company? What I need is to see this saved filter when I go to a company's site and choose deals from there. In other w read more
Reply Discussion Deals
0 upvote
1 Reply
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