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Saved Search for customers to be contacted

edited Jan 8, 2020 3:39AM in SuiteCloud / Customization 2 comments

Hello,

I would like to create a saved search to display on my dashboard with the following criteria:

1) Customers who have not received a phone call within the past 30 days
2) Customers assigned to my sales team

I am not sure if this is possible, or the proper syntax to use.  Any help would be greatly appreciated.  Thank you!

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