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Filtering A View By Date Range

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How to filter a view by a selected date range.

Back To The ProphetCRM Beginner's Guide

Filtering a view by a certain date range is a great way to minimize your scope and only focus on the Opportunities that are most relevant to you.

Step One: Open up the Opportunity manager and select the view you would like to edit by date range.

Step Two: Select the 'filter' button on the right side of the date column. You will see a small menu drop down.

Step Three: You can either check the boxes by one of the three default choices at the bottom, or you can check the box to "Filter by specific dates" and select the date range that you would like to filter by. Select "OK" to save your changes. Your view will adjust to your parameters.

Step Four: To clear your filter, open up the filter drop down menu on the date range column and at the top of the drop down click on "Clear Filter". Your view will adjust to your parameters.

Congratulations! You've just filtered a view by a particular date range!

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