Better Date criteria for creating filters (Sales & Marketing)
So - on the marketing side - we have lists. The lists have beautiful criteria for dates when building a list (for example - any who's date is before 90 days ago - or 180 days ago or between. There are lots of options).
Since the lists aren't accessible on the sales side of the CRM - I'd like help our sales guys to create filters.
For example - one of our sales people asked for my help building her a way to see contacts that have not been contacted for 90 days (this is a field that I have synced from Sugar CRM).
But the options for date criteria under the filters are much less robust than in lists.
My only options are:
Is - pick date
Is Equal to - pick date
Is before - pick date
Is after - pick date
Is between - 2 dates
Wheras - if I'm building something in lists I have these options:
Is equal to
Is before property
is after property
is not between
is more than
is less than