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Hi,
For auditing purposes, we need to locate contacts with multiple open opportunities in our system.
So basically, we need to locate any contacts who have more than one opportunity in the 'Recent Opportunities' sub heading on the contact form.
Can anyone suggest the best way we might be able to locate those Contacts?
Thanks a lot,
Ted
Hi Ted,
You could use advanced find to select all open opportunities and add the contact field as column and sort on this field.
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