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Action Taken Filter Field, Contact Table

Specifies an action taken filter. There are six options:

  • Next

  • Previous

  • Updated

  • Jumped

  • Won

  • Lost

For example, if this field contains the option Next, fields such as No. of Opportunities and Estimated Value (LCY) only display information related to opportunities for which that particular action was taken.

Tip

For more information on how to work with fields and columns, see Work with Data. For assistance in finding specific pages, see Search.

Parent Tables

Table Location
Contact Table Relationship Management
Contact Table Relationship Management

See Also

Reference

Contact Card
Contact List