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Update: Narrative Insights has been restored and is now available.
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.
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 : wrong results?
I am using a saved search to automatically generate sales leads for my sales team. I set the criteria in the search and the results are presented on the salesman's dashboard.
When the salesman contacts the customer he makes a note and records the conversation. Now I want him to move on to the next one and I wanted to use the criteria User Notes : Date and make it not after two months, however this seemed to work for a while but what we have found out is that the criteria User Notes : Date returns the date of the earliest note not the most recent. I have looked and there is not a User Notes : Last modified criteria so I don't know how to filter out customers we
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