Hello,
I would like to create a bookmark targeting the list of all my opportunities which are supposed to be signed by the end of this month.
Intuitively, I have done something like this :
This works properly for the current month, here April for instance, because the Filter saved in the bookmark is “((MainRepresentativeId = 'XXXXXX')) AND EstimatedSignDate >= 2024-04-01 AND EstimatedSignDate <= 2024-04-30”.
However, when May will arrive, it will not work properly, because the filter does not keep in memory “This Month” but rather “EstimatedSignDate >= 2024-04-01 AND EstimatedSignDate <= 2024-04-30”.
Is there a way to make this automatic, instead of having to change this manually every month?
Thanks
Clément