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'Inactive' Customer Records Saved Search

edited Jan 3, 2020 1:20AM in Search / Reporting 2 comments

Hey NS,

We tried using the following criteria to narrow down our 'inactive' customers.

Filter                                            Description
Task: Due date                              is not within next one quarter
Stage                                          is any Lead, Prospect
Last Modified                                 is before one month ago
User Notes: Date                           is not after one month ago
Call: Phone call date                       is not within next one quarter

On both the Task/User Note:date filter, it still shows customer records that have  a task and/or note in the next month.

Any ideas?
LN

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