Hi. To create a Target List with specific criteria, I need to create a List Report with the following parameters:
First Name, Last Name, and Email of Contacts who are involved in Opportunities for a certain period of time.
How do I do that? I could create a list of Contacts who are involved in Opportunities with a certain name, but I need to filter by Close Date.
(Yes, we've bought Advanced Pack)
UPD: I figured that out (should have used Opportunity.CloseDate as the field, not just Opportunity.
But the output does not contain all contacts I need. We have 270 Opportunities in a certain period with a certain name, but the report only contains 145.
First Name, Last Name, and Email of Contacts who are involved in Opportunities for a certain period of time.
How do I do that? I could create a list of Contacts who are involved in Opportunities with a certain name, but I need to filter by Close Date.
(Yes, we've bought Advanced Pack)
UPD: I figured that out (should have used Opportunity.CloseDate as the field, not just Opportunity.
But the output does not contain all contacts I need. We have 270 Opportunities in a certain period with a certain name, but the report only contains 145.
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