working with lists and deal close dates

Smart CRM & Sales Hub CRM
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1

hi team.

I’m wanting to create a list, on 12 month anniversary of deal, 24 month anniversary of deal and 36 month anniversary of deal.

my thoughts were a list, where the close date is >364 and less than >366 to get some data, however it seems to be pulling ALL deals that are either <364 days ago, OR all deals >366 days ago?

2

Hi @Ace123,

Could you specify what you’d like to do once you’ve identified these deals? Are you on a Professional subscription and have access to workflows?

When you’re saying that you’re building a list, are you building a list of contacts associated to deals? If so, that should do the trick:

karstenkoehler_1-1677218801041.png
karstenkoehler_1-1677218801041.png404×460 35.1 KB

Best regards

3

thanks Karsten,Professional with workflows (this list will flow into a workflow reminder)

i just realised i had them as 2 separate filters, not 2 conditions on the same filter. thanks for your prompt help.