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Advanced find for leads/opportunities created X # of days ago or less RRS feed

  • Question

  • Is there a way via advanced find to show leads and opportunities that were created X # of days ago or less?
    Wednesday, January 29, 2014 8:47 PM

Answers

All replies

  • Hi,

    Simply use the 'created on' field and the 'last x days' operator. You shouldn't have and records with a 'created on' date in the future so simply specifying the last x days should be fine.

    Rob


    MCTS. GAP Consulting Ltd. Microsoft Community Contributor Award 2011 & 2013

    Wednesday, January 29, 2014 9:11 PM
    Answerer
    • Proposed as answer by Akhileshrajpoot Thursday, January 30, 2014 5:07 AM
    • Marked as answer by DHpub Thursday, January 30, 2014 2:32 PM
    Thursday, January 30, 2014 5:06 AM
  • Great, thanks. Is there a way do to an advanced find for both leads AND opportunities in the same query? I want to show open leads and opps created in the last 90 days.

    Thursday, January 30, 2014 2:36 PM