Hi @stephanderson,
To set up a workflow for deals within a specific date range in HubSpot, start by creating a multiple checkboxes property like Close Date within Eligible Range. This property should include options such as Giving Period 11/1/23-11/17/24 to cover the desired date range.
Next, build a deal-based workflow that enrolls deals when their Close Date falls within the defined range (e.g., 11/1/23-11/17/24). This will ensure the workflow captures all relevant deals.
Once the workflow is triggered, use the Set Property Value action to update the custom property you created, selecting the corresponding checkbox option for the date range.
Finally, go to your rollup property and apply this new property value as an additional condition to filter deals by the date range. This method keeps your workflow efficient and prevents the need for creating new properties each year.
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Best regards!