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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Saved Search Formulas - Most Recent User Note and User Note Date
Sales reps at our company use the user notes functionality to log their activity with a lead or prospect. I am trying to add two formulas, using SQL, to my client saved search that include the following:
-Most recent user note
-Most recent user note date
Can anyone help me on SQL formulas to accomplish this?
Thank you!
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