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Filter Forecasting by Date Updated

  • May 13, 2024
  • 2 replies
  • 36 views

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I would like to be able to filter the opportunities by the date the ACV FORECASTING was updated. 

 

2 replies

Kenna
Community Manager
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  • Community Manager
  • May 13, 2024

Hi, @Zen Rosen! If your organization has a date/time stamp field in your CRM for when this ACV FORECASTING field was last updated, then an admin can set this up in your Clari instance today using Field Configuration.


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  • Author
  • New Contributor
  • May 14, 2024

@Ryan Barron Is this something we can look at together to set up?