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.
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:
If you wanted something that always updates, you can set a filter for something like "is less than X days ago"
Tom Mahon Technical Consultant | Solutions Engineer | Community Champion Baskey Digitial
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:
If you wanted something that always updates, you can set a filter for something like "is less than X days ago"
Tom Mahon Technical Consultant | Solutions Engineer | Community Champion Baskey Digitial