Start Month Filter Value

Chad B. shared this question 2 hours ago
Answered

I'm trying to create a filter to capture leads if either condition is true. The second condition requires the lead event date to be in any one of 6 months. But because all 6 months are in the same value, the filter doesn't recognize it. How can I get the second condition to work with multiple months

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Comments (1)

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I would recommend listing the second condition first and creating 2 groups for the condition like this:

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This configuration is yielding 5 results which appears to be correct.

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Interesting. I didn't know that first group wouldn't affect the 3rd group.


The AI Chat did NOT come up with anything close to this.

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Got it. I understand now. The AI chat did do a good job explaining WHY it works. But couldn't build it.

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Understood. Let us know if you have any other questions.

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