Create a report that allows me to see prospects that were created 90 days ago
2
votes
Marsha Fogarty
shared this idea
Taking the lack of response as being OK with the solution provided. You can expect to sort on Creation and Billed date on the account list in our next release.
Thanks!
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AdminRyan Moore
(Product Owner, Matrix)
commented
What if we let you sort the account list and filter to only see prospects? You could then look back 3 months and see those accounts. You could even export that information if you wanted to take it with you or do some work in Excel.
Thoughts?