Calendar Year End Date

Smart CRM & Sales Hub CRM
1

I’m wondering how I could make a Calendar Year End Date for a Deal based on the year the Deal was created (Create Date)? The purpose is to then use this date to calculate the days left on the Calendar year for other numbers. Any help is appreciated

2

Hey @DavidMS

  1. Click the settings icon in the main navigation bar.
  2. In the left sidebar menu, select Objects, then Deals.
  3. Select End of a certain period to use a pre-defined rolling date or Time from deal creation to use a custom rolling date based on when the deal was created.

Shubham_Sharma_0-1713012852466.png
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Let me know if you have any followup questions!

3

Thanks for the suggestion. However, this won’t always set the date as the end of the calendar year. I appreciate the help though!