Specifying List View Criteria

In the Specify Criteria section you can specify the criteria based on which records will be filtered under this list view. The following table lists the criteria options for certain types of fields:  

Field TypeCriteria Options
String fields like:
  • First Name
  • Mobile
  • Email
  • Website
  • Industry
  • Title
  • Created By
  • Skype ID
  • Phone
  • Salutation
  • Company
  • State
Numeric fields like:
  • Age
  • My Percentage
  • Age in Days
  • My Currency
  • My Decimal
Date & DateTime fields like:
  • Created Time
  • Modified Time
  • My Date
  • My Date Time
Boolean fields like:
  • Email Opt Out
  • Add to QuickBooks
  • Active
  • My Date Time

Note:

  • You can add up to 25 criteria.
  • Specify the numbers without commas. For example, specify 15,000 as 15000.
  • If you select the None option, custom view will not be created.
  • Age in Days option is a very useful for the Date and DateTime fields. It can be used to filter records such as, leads that were created within the last 15 days, potentials that were closed in the past 10 days, or users whose subscription was renewed in the lats 5 days.