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Brittany Calnen
Which filters should I use?
I have an opportunities report created and I am trying to add filters to find out which accounts have not had Closed won opportunities in over a year. Is there a way to do this using multiple filters?
You can create a Date field on the account object (Lastest Closed Won Date for example) and create a workflow rule against the opportunity that updates the account date field via a cross object field update when the Opp is updated with a Closed Won stage. You may have to do some backfill with this option as the workflow will only work with updates going forward.