Use todays date in the crm

🔗 HubSpot KB Bridge: Use todays date in the crm

💡 Core Capability

To track data compared to the current day, you can use today’s date and other relative measures of time in your CRM. For example, if you create a Renewal date property, you can set the property to display time from today (e.g., Renewal date is 10/28/2024, 12 days from today) and filter records based on their Renewal date values (e.g., Renewal date is this month).

🛠️ Key Operations & Headings Outline

• Display property values with relative time from today
• Use today’s date or relative time in filters
  • Object index pages
  • Segments
  • Reports
    • Single-object reports
    • Custom reports
  • Workflows
  • Datasets
• Use time since and time until calculation properties
  • Related content

📋 Subscription Availability

• All products and plans

🔗 WayCup Operations & Workspace Context

• Active Projects & Client Notes:
  • HubSpot Native Workflows
  • Zapier CLI Integration
  • drag-to-hubspot-blueprint
  • clg_data_sheets_analysis
  • ftf_clg_category_mapping
• WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.

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TIP

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