setting up a filyer

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Gabrielle Perzo
Gabrielle Perzo Member Posts: 1
edited July 2022 in Sales CRM #1

hi the community, I have been trying filter all the person with which I had a meeting book last month (july). I tried many filters but I am stuck; Did you ever succeed to do that ?

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,559
    5 Likes First Anniversary First Answer 5 Up Votes
    edited August 2020 #2
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    Where are you recording the meeting information (meeting date, etc.)?

    Activities?

    Separate custom field in Deals?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited August 2020 #3
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    On the contact list you should be able to create a filter like this for example: 

    image