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• And more!
Check out this thread to learn more!
'Inactive' Customer Records Saved Search
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
0