Export Automation History

Chris McConnell

I've set up an automation that creates a note when the expected close date has changed.

We want to track what deals are slipping.

The next step for us is to be able to visualize this.

How can we export a list of notes that only contain this information?

Liz (Ops Designed)

Hi Chris - 

Unfortunately, you’re not able to search on Notes to get the result that you’re looking for. However, by building slightly on the automation you’ve already created, you’ll be able to leverage Deal filters. Take a look at this 1.5-min overview using a custom field, an additional step in your automation, and Deal filters.

Please feel free to reach out if you would like additional support.

- Liz

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