Sales and deals Close Date

winbell
Member

so when I go to Sales, Then Deals the default is future months.

example July 30, 2020

 

How can I get it to default to the current month Jan, Feb, etc?

0 Upvotes
2 Replies 2
jennysowyrda
Community Manager

Hi @winbell,

 

Can you please provide more information including what you are looking to edit, where you are seeing future months, and what you have tried thus far? 

 

The more information, screenshots and details you can provide, the better the Community can assist!

 

Thank you,
Jenny

0 Upvotes
JustinPerkinsC
Top Contributor

Are you looking to see deals that have a close date in the specific month? all the main views in the system should have filters on the left have the side of the screen. 

 

The example I picked Closed Date after selecting Add Filter. After you apply this if you want your standard view to always be this way, a save button will appear in the left-hand navigation make sure to hit this. Otherwise, it will go back to how it was previously after you navigate away.

 

Screenshot_1.jpg

Justin Perkins
Solutions Engineer
JPerkins@contractlogix.com
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