It’s time to save the dates.
A great little CRM improvement is the ability to add a date range as a condition in your views.
- Need to see which contacts were created between 1/2/17 to 1/9/17?
- Want to see the opportunities with an expected close date between 2/15/18 to 6/4/18?
- Can you see the support tickets that were opened up between 12/14/16 to 12/17/16?
Done, done and done!
Use the “Between” Condition on Date Fields
Whenever creating a view, if there’s a date field available, you can create a between condition for it.
Add a “Meets All” or “Meets Any” condition to your view
Select a Date or Date/Time Field (we call this the 1st operator). Example would be “created date/time,” “due date” or “expected close date”
Select the “between” option for the 2nd operator
Select your beginning and ending dates.
Save your view
The new between operator is just one part of creating views. For a quick overview on creating views, watch this vid below: