Helo, I like to setup av simples overview of companies that we will approach during 2026, and the progress of that.
My idea is to create
- selection of companies with a certain tag
- selection of companies with the tag, and an acitivity created during 2026
- selection of comapnies with the tag, and an slaes object created during 2026.
ideally, I would litke to have the companies disaapear from selection 1 when they have an acitivity created, and they should also disappear from the selection 2 when we have created an sales object.
IS the above duable?
If so, pls advice how to do the setup. I would to display this within a dashboard for our company.
TIA
Peter
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