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 ?
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,249edited August 2020 #2
Where are you recording the meeting information (meeting date, etc.)?
Separate custom field in Deals?0
Mike van der Valk Posts: 4,052edited August 2020 #3
On the contact list you should be able to create a filter like this for example:0