Filter variable question
Pending
I have a filter called inactive clients. On it, it's contact last activity is over 365 days.
When I run the filter the very first customer I'd century elementary. When I open it, they created a quote for Feb 2025. (Less than 365 days), and a completed lead for 2024. But the last activity is set for 2023. Why is that? What constitutes activity?
The same question Access denied
A new lead created wouldn't filter out if it's a customer filter. I believe if you set up the same filter as a lead filter this would work as you want
A new lead created wouldn't filter out if it's a customer filter. I believe if you set up the same filter as a lead filter this would work as you want
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