Help Needed Filtering

Don Davis_16013
Don Davis_16013 Posts: 3
edited July 24 in Sales CRM #1

I am trying to create a filter that displays all of the people that I have not emailed or called in the last month.  My plan was to use the activity and create a filter if nothing has happened in the last month.  But it does not seem to work either with activity or email.  See picture below.  

image

This filter is still showing someone who has been emailed just a couple of days ago.  Do you see the error and why this would be the case?  I seem to be having a lot of issues with filters in pipedrive actually working and would appreciate it if anyone knows of any good resources as well.  

5f837c084800d50b5344ddef_37285.png

Comments

  • Vladimir Dubakin
    Vladimir Dubakin Ex-Pipedrivers Posts: 101
    Pipedrive Employee
    edited October 2020 #2

    @Don Davis Hey hey! 

    Thank you for the patience. Vladimir from Pipedrive management team is here to assist :)

    The reason the filter you constructed is showing you contact people who you sent emails recently to - is because Emails and Activities are separate items in Pipedrive.

    And thus it makes it very challenging to filter out all people that you called or emailed within the last month.

    But please, take a look at the filter below and try to reconstruct it:

    image

     

    Please make sure to also separate the conditions to the right filter sections. I am not sure how to approach explaining  the logic of the filter - but I hope it makes sense.

    Feel free to adjust it and,

    Have a great day ahead,

    Kind regards,

    Vladimir