CRM Potentials View - Only Latest From Each Account
Hi there,
I have a view set up that shows me Closed Won potentials sorted by date. This lets me follow up with customers who have completed sales. After following up, I mass update my own "Last Follow Up" date field.
I only want to see the most recent closed potential from each account.
Or, I would like to update the "Last Follow Up" date for all the potentials on that account.
I'm not finding a quick way to do this. Any help is highly appreciated.
Thanks,
Chad