How to filter dates for last activity for the last 2 weeks?

user02236
user02236
in Archive

I'm looking to show leads that have not had activity for the last 2 weeks, but can't seem to filter it that way. HELP!!!

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  • Valiant
    Valiant Coach

    Unless there is a specific date field that identifies "Most Recent Activity Date" or something like that, you would need to have something like that created via Data Transform.

     

    It would need to do a periodic compare of "new" data against a non-updated source, identify records where there is a mismatch, and update an Activity Date column with the current date as the "last time active" before then resaving as your new non-live version of data.

     

    I know that probably wasn't the answer you were looking for, but hopefully it can help spark the right conversations at your organization to get something like that in place for you.

     

    -ValiantSpur

     

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