I have 2 different Data Types I want to filter by:
With the first 2 filter ‘Search by Opportunity’ and 'Search by ‘Opportunity Stage’, I get the results I’m wanting.
When I try to search by the ‘User’, I can’t seem to make it work. Any ideas?
Thanks in advance
What are you trying to do?
ericm
March 28, 2025, 10:56pm
3
Did you try Filtering by Account-owner?
ericm
March 28, 2025, 10:58pm
4
Do a search for Prospect filtered by account owner.
I honestly don’t know why that didn’t work for the 50x times I tried that and every variation over the last 5 hours LOL. Thanks for pointing me in the right direction. Solved.
ericm
March 28, 2025, 11:45pm
6
Happens to me more times than I like to admit. Glad I could help.
