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RTAFleetMaint
New Member

Exclude and Include Data

‎04-13-2017 10:15 AM

I am trying to find whether or not a sales lead has been contacted in the last year, if the sales lead has a note created in 2017 I do not want that company to show, however I do want it to show if it has not been contacted since 2016. Is there a way to do this? I also want it to show the latest entry in 2016.

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Greg_Deckler
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Community Champion

‎04-13-2017 11:56 AM

The answers to those questions are heavily dependent upon the data and source systems. What might those be?



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