Hi everyone,
I’m trying to build a report to see which deals are sourced from events.
Here’s my current setup:
I created three contact properties: Event Name, Event Year, Event Location (I also have the event date).
I can already report on deals by event name, but there’s a problem: sometimes the deal was opened before the event took place. In that case, the event should not be considered the source.
What I’d like to do is report only the deals that were created after the event date.
Any guidance or best practices would be really helpful 🙏
Thanks in advance!