Find Opportunity - Needed Improvements
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Robert Wazlavek
Find opportunity is great, but we need an additional option for "most recently updated".
The current 2 options of "most recently created" and "first created" cover many scenarios, but sometimes the opportunity we need to find is neither of these. Sometimes we need to find the most recently updated opportunity.
However, this can leave some gaps as well. To combat this, whenever "most recently updated" is chosen from the dropdown menu, we need additional criteria to choose from. This would need to be something like "find the most recently updated opportunity where X field was updated in the last X days".
The same logic should also apply to "most recently created". We should be able to put a limiter on it that says "only look for the most recently created opportunity within the past X days".
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Phil Masi
Agreed on this. Currently you cannot set a relative date filter, if you need to specify something like "Only if the opportunity was created today".
The only "Created On" filter is a calendar date picker, which is useless in a situation like this because it needs to be something like "In the last > 24 Hours".
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Philip Forka
If we can instead have an action that can filter the opportunities of the same contact by using the opportunity name and then updating the found opportunity that will be great
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Robert Wazlavek
Pallavi Kothari