setting up a filyer

Gabrielle Perzo
Gabrielle Perzo Member Posts: 1 VERIFIED MEMBER
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 ?

Tagged:

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,585 VERIFIED MEMBER
    Fourth Anniversary 250 Likes 25 Answers Photogenic
    edited August 2020 #2

    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: 3,061 PIPEDRIVE TEAM
    Fourth Anniversary 100 Likes 5 LOLs 5 Answers
    edited August 2020 #3

    On the contact list you should be able to create a filter like this for example: 

    image
This discussion has been closed.

Categories