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.

Step 1:

Add a “Meets All” or “Meets Any” condition to your view

Step 2: 

Select a Date or Date/Time Field (we call this the 1st operator). An example would be “created date/time,” “due date” or “expected close date”

Step 3:

Select the “between” option for the 2nd operator

Step 4

Select your beginning and ending dates.

 

Step 5

Save your view

 

The new between operator is just one part of creating views. For a quick overview on creating views, watch this video below:

 

Author Bio:

by Paul Rijnders

Paul Rijnders is the Product Strategy Manager for Benchmark Email, where his focus includes product development, research, technical writing, feature development, testing and launching of SaaS products and iOS apps that interact with our software via API. He is the human junction between the executive and marketing teams that request the product, the IT team that builds the back end, the design team that creates the front end, the content team that gives the product a voice and the eager sales and support teams who will eventually take delivery of the product. Paul is a product of the CSUF advertising program, He now rounds out his schedule teaching college level courses to multi-media undergrads on two California campuses.