setting up a filyer
Gabrielle Perzo
Posts: 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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Where are you recording the meeting information (meeting date, etc.)?
Activities?
Separate custom field in Deals?
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On the contact list you should be able to create a filter like this for example:
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