I have a list of sales opportunities. I want to be able to filter on the criteria in three different fields.
For example, I want to take a list of all opps and only display opps that:
- begin with the 5 same characters AND
- have one of two entries in the Priority field (High OR Medium) AND
- are not in LOST or WON sales stage.
I can build the correct filter but I never get the right results. Here is the filter.
Is CRM on Demand not able to do this or am I doing something wrong?
Thanks,
Mark