Is there a way to create a view for a sales rep that only show the last two weeks worth of activity?
I want to create a view for all sellers that always updates to the last 2 weeks.
The only option I am seeing is to change last interesting moment date to a certain date (but that would have to be updated each time a seller logs in).
Any other options besides filtering by last interesting moment date?
Thanks!
Do you mean on the SFDC record?
You could run a smart list that says show me Leads with Last Interesting Moment Date IN PAST 2 weeks.
Thanks Josh.
How about for the sales rep to view inside his/her MSI on the lead/contact record?