The goal is sending an email at the end of the quarter for purchases that have been completed that quarter. Since there is no Quarterly sync schedule for Query Builder, I figured I would workaround by setting the sync to monthly, last day of the month, and then use the following filter at the end where "Last Day of the Quarter" is a Date Calculation off the Close Date from the Opportunity and "Rule Date" is self-explanatory here:
Hello John,
I recently started going through all of the unanswered or unresolved problems and questions here. Was checking to see if this has been resolved or if it is an ongoing issue?
Thanks!
Thanks,
I’ll mark this question as solved.
Thanks!
Reply
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