setting up a filyer

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: 1,365
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    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 Product Manager Posts: 3,240
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited August 2020 #3

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

    image

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