Hi,
I need to create a filter to identify all organisations which have not created a deal since a certain date. Once the filter works I will need to bulk edit these items.
It seems that there isn't a field available for the "last deal created date" and I can't filter through the deals for this since the action I need to perform would then be applied to those deals rather than the organisations which is what I'm looking for.
Does anyone have any ideas?
Thanks
Paddy