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New Contributor
May 13, 2024

Filter Forecasting by Date Updated

  • May 13, 2024
  • 0 replies
  • 98 views

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

 

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Kenna
Community Manager
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.

Kenna Valdez, Manager, Customer Community, Clari
Zen RosenAuthor
New Contributor
May 14, 2024

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