Wednesday, January 16, 2019

Create a Saved Search to List or Highlight Leads, Prospects or Customers created on a Weekend

To create a Saved Search which lists or highlights leads, prospects or customers created on a weekend:

1. Navigate to Lists > Search > Saved Searches > New.

2. Click Customer.

3. Enter a Search Title.

4. Under Criteria > Standard subtab, add the following:

  • Stage is any of Lead/Customer/Prospect
  • Formula (Text)
  •     Formula = CASE WHEN TO_CHAR({datecreated},'D') IN (1,7) THEN 'T' END
  •     Formula = is
  •     Value = T

5. Under Results > Columns subtab, add the fields to display in the search result, for example:

  • ID
  • Name
  • Date Created

6. If you have an existing search and you wish to highlight the records created during the weekend, under the Highlighting > Highlight if... subtab, enter the following condition and set the desired Image/Text Color/Background Color/Bold/Description:

· CASE WHEN TO_CHAR({datecreated},'D') IN (1,7) THEN 'T' END

7. Click Save & Run

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