I am trying to create a view for a sales manager where he would like to see all Opportunities that have expired estimated close dates. However, when I create the view, I cannot say Estimated close date Is older than "today". Does this mean I will have to change to the view manually each day to keep it updated? Any help is appreciated.
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you are correct you don't want to type (hard code) an actual date but you want to base it on a date field held on the opportunity.
So I have done an advanced find for opportunities where
closed date is Last X days (you could have last x weeks)
status = open
this will show all the opportunities where the opportunities have the date which is the last X (number) of days and have the status of active.
so this should find the opportunities with a date that is older than today
you are correct you don't want to type (hard code) an actual date but you want to base it on a date field held on the opportunity.
So I have done an advanced find for opportunities where
closed date is Last X days (you could have last x weeks)
status = open
this will show all the opportunities where the opportunities have the date which is the last X (number) of days and have the status of active.
so this should find the opportunities with a date that is older than today
Thanks Ben. But I do not have the option for "Older than today"
The closest I do have is "On or Before" and I have to insert a specific date. However if I insert today's date, I will have to continuously change it to pull in newly expired opps with expired estimated close dates.
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André Arnaud de Cal...
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Martin Dráb
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nmaenpaa
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