Johan Yu

2024 Week 23 – Account without Activities in the last 6 months

Introduction In addition to the powerful dashboard offered by CRM Analytics, the tool also offers a powerful data transformation tool, the Recipe. This week, the challenge is not the dashboard itself but preparing data based on a requirement.  Requirement: retrieve all Customers without “activity” in the last 6 months. Activity here means: – Opportunity creation– Contact …

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