Contacts: Filter by "Contact added date" (date created)
Mohamed Ashraf
Currently, in the Contacts module there is no way to filter contacts by the date they were added (created) to the workspace.
Use case:
The customer wants to see/segment contacts added within a specific date or date range (e.g. today, last 7 days, a specific month), for example to follow up on new leads or review leads from a specific period.
Requested behavior:
- Add "Contact added date" (creation date) as a filter option in the Contacts module, with date operators (is, before, after, between, relative ranges like last 7 days).
- Ideally usable in Segments as well, so the filtered list can be saved and reused.
Current workaround:
export data through Settings >> workspace settings >> Data export >> choose contacts.
Then filter the file by lifecycle stage "Hot lead" and "DateTimeCreated" yesterday.