Lists, Lead Scoring & Workflows

CBenton
Member

Expiration Date List

SOLVE

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!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Expiration Date List

SOLVE

Hi @CBenton,

 

In contact lists, this is not possible. The product team is currently working on this:

Filter using relative date values ("TODAY" etc.)

Allow the use of relative dates in workflow/smart list criteria

 

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

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Expiration Date List

SOLVE

Hi @CBenton,

 

In contact lists, this is not possible. The product team is currently working on this:

Filter using relative date values ("TODAY" etc.)

Allow the use of relative dates in workflow/smart list criteria

 

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

Beratungstermin mit Karsten vereinbaren

 

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