Hello,

I am looking at trying to report on when a quote is created, if a certain contact has been in contact with them within the last 30 days? I don’t seem to be able to link a time frame of contact to the quote.

So for example I can do a report on quote created last 30 days, and person x contacted in the last 30 days but I want to report on quotes created this year, and person x contacted them within 30 days of that quote being created.

Any help would be greatly appreciated.