Filter by Status Duration

OnePageCRM automatically calculates the time a lead or a contact spends in a Status. Build a filter to quickly find leads that have gone stale.

From the Action Stream or Contacts page, click on the plus icon (+) beside Filters.

OnePageCRM | Action Stream page, select the plus icon from the left-hand side menu next to Filters.

Click on the first dropdown → under Database Utilities select Last status change.

OnePageCRM | Filter pop-up window | the first criteria dropdown is expanded.

Define your date criteria in the second and third dropdown → hit Run.

You can choose from the following:

is + date

is not + date

is after + date

is before + date

is exactly + X amount of days ago

is more than + X amount of days ago

is less than + X amount of days ago

OnePageCRM | Filter pop-up window | Second criteria dropdown is expanded. In the Third field, select a date.

💡 Select + Add criteria to combine multiple criteria.

💡 You can name your filter and save it for future reference.