View Filter Criteria RRS feed

  • Question

  • Hi,

    The attached view is supposed to display opportunities that have either:

    1. Sales Stage = 3 AND CRM = Yes AND Estimated Close Date in the next 30 days


    2. Sales Stage = 2 AND CRM = Yes AND Estimated Close Date between 30 and 90 days

    The attached criteria isn't working. Any tips?

    Sharjeel B.

    Wednesday, October 30, 2013 4:17 PM

All replies

  • The find criteria should be structured similarly to this to :

    I'm not sure what time period you want to specify with the second criteria. Is that closing in between 30 to 90 days from now? That type of time bracket cannot be specified with advanced find.

    Follow me on Twitter: @PekkaSahlsten

    Thursday, October 31, 2013 8:02 PM
  • Thank you for your response, Pekka.

    However, my goal is to show closing between 30-90 days. I'm assuming Reports can do that but I have a limitation currently on accessing Reports, which is why I'm trying to work with Views.

    Sharjeel B.

    Thursday, October 31, 2013 8:09 PM
  • Sharjeel,

    You will not be able to do that query. That is a limitation of the advanced find filters. Reports are the alternative way of achieving this.

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    Thursday, October 31, 2013 11:02 PM