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Looking up contacts for specific date added

New Member
Posts: 1
Country: United States

Looking up contacts for specific date added

Im new to Act for Financial Professionals premium and need to get up to speed. I believe this may be the place to do that. I have been an SAct user for over 7 years and just upgraded this year.

 

I need to know how to look up how many new contacts I've added in a specific period to track my growth or lact there of.

 

Any ideas? I didnt find any look up under date entered etc.

 

I would appreciate any guidance.

 

Thank you

 

Leon Rousso

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Looking up contacts for specific date added

Do a query on the contact record create date field.
Roy Laudenslager
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