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Topics#Sales And MarketingLarry Bouchard's Question
Larry Bouchard (Aspen Beauty Academy of Laurel) asked in #Sales And Marketing
Jul 12, 2012, 2:39 PM

Is there a way to filter records by meeting date?

We'd like to be able to see at a glance which leads have come in for a meeting, and on what date.   So filter just people that have had meetings, and display the dates of those meetings in a view.  Any idea if this can be done?

 

Thanks,

 

Larry
1 answer
  1. Chris Eager (Lincoln Financial Group)
    Jun 10, 2019, 6:47 PM
    Hi Larry,

     

    How are you indicating that someone has hat a meeting and the date in Salesforce? Is it a field on the Lead or a related record (like a Task or something)? 
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