CRM

CBabb
Membro

How do I filter a Deals View "within" a set number of days?

resolver

I'm trying to filter Deals by a custom field date, where the date the contract was sent is within the last 2 weeks.

 

There is no obvious "within" filter (which I'm accustomed to coming from Airtable).

 

Is there a solution for this?

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karstenkoehler
Solução
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Membro do Hall da Fama | Parceiro

How do I filter a Deals View "within" a set number of days?

resolver

Hi @CBabb,

 

Where in HubSpot are you attempting to apply this filter? On the deal index page (Menu > Sales > Deals), you can click All filters and then select "is Last 14 days":

 

karstenkoehler_0-1676803009944.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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sherrychen
Participante

How do I filter a Deals View "within" a set number of days?

resolver

Hi @CBabb ,

 

My be you want to consider airtable view for hubspot , it allows you filter by from-date and to-date with whatever values you want in airtable ways.

 

Hope it helps

SC

0 Avaliação positiva
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

How do I filter a Deals View "within" a set number of days?

resolver

Hi @CBabb,

 

Where in HubSpot are you attempting to apply this filter? On the deal index page (Menu > Sales > Deals), you can click All filters and then select "is Last 14 days":

 

karstenkoehler_0-1676803009944.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.