Trying to figure out how to make a list which populates based on the expiration date of an account meeting that day (not having to specify a date in the filter, but instead have it be "today"). Any help on this would be greatly appreciated!
However, you can create a filtered contact view with a relative date filter. Navigate to Menu > Contacts > Contacts, click More filters in the menu bar (center of the screen) and apply your date filter. You can then click Save view in the top right. Once saved, it appears under All views and can be pinned to the contact index page, too. More information on saved views here.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
However, you can create a filtered contact view with a relative date filter. Navigate to Menu > Contacts > Contacts, click More filters in the menu bar (center of the screen) and apply your date filter. You can then click Save view in the top right. Once saved, it appears under All views and can be pinned to the contact index page, too. More information on saved views here.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer