I have custom built a CRM and have it set up to flag an account if we havent talked to them in a certain time period( 30 Days) as we grow though we are finding that this should probably be different by customer.
So i was going to add to each account an interaction timeframe ie 30 Days, 45 Days etc and then want to flag based on the timeframe in that account.
Anyone know how to make this formula? I can prob figure out but you guys are so much better at it
Thanks for the help in advance