Lists, Lead Scoring & Workflows

CMorrow9
Member

New Companies Added List

SOLVE

Is there a way to create an Active List of new companies added into CRM? Trying to keep a running list of new companies added (starting today 8/3/2023) and beyond. 

0 Upvotes
1 Accepted solution
TomM2
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

New Companies Added List

SOLVE

Hey @CMorrow9 if you wanted a hard date of something like today you can simply set a company property filter in your list to having a create date of after yesterday, something like this:

TomM2_0-1691078993016.png

 

 

If you wanted something that always updates, you can set a filter for something like "is less than X days ago" 

TomM2_1-1691079026802.png

 

 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

Book a consultation

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


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2 Replies 2
TomM2
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

New Companies Added List

SOLVE

Hey @CMorrow9 if you wanted a hard date of something like today you can simply set a company property filter in your list to having a create date of after yesterday, something like this:

TomM2_0-1691078993016.png

 

 

If you wanted something that always updates, you can set a filter for something like "is less than X days ago" 

TomM2_1-1691079026802.png

 

 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

Book a consultation

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


CMorrow9
Member

New Companies Added List

SOLVE

Thank you!!

0 Upvotes