Filter Opportunities by creation and reminder time

You can quickly filter the opportunity by the time range it was created or had a reminder set for.

In the Opportunity Flow, near the top right side, find the collection of time ranges. Click any time range to cause the opportunities list to only show the opportunities that were created on or had a reminder set within that range.

Time ranges:

• Day

  • Opportunities created on or with a set reminder for the current day, since 12 AM.

• Week

  • Opportunities created on, or with a set reminder, during the duration of the week so far, since 12 AM on Monday.

• Month

  • Opportunities created on, or with a set reminder, during the current month so far, since 12 AM on the first of the month.

• Year

  • Opportunities created on, or with a set reminder, during the current year so far, since 12 AM on the first of the year.

• ＜

  • Opportunities created on or with a set reminder for yesterday.

See also

Filter Opportunities by state