Examples of Using Opportunity Search Close Period and Close Date Range Fields

The opportunity search fields Close Period and Close Date Range can be used together or separately.

Use the Close Period field to set the calendar period for the opportunity close date. Predefined values are Current Quarter, Previous Quarter, Next Quarter, Previous and Current Quarter, Current and Next Quarter. When you set a value in this field, the Close Date Range field automatically changes to the dates for the calendar period.

To use the Close Date Range separately, enter your own Close Date Range values instead. The application clears the Close Period list so that it displays nothing.

Examples of Field Actions

Here's an example of the Close Date Range and Close Date fields working together:

• The CRM calendar is defined as:

  • Q1 2014 - January 1 to March 31

  • Q2 2014 - April 1 to June 30

• In January 2014, you select Current Quarter in the Close Period field.

  • The application sets the default Close Date range as 01/31/2013 to 3/31/2013.

Here's an example of using the Close Date field by itself:

• You want to review opportunities for a five-month range: March 1 through July 31, 2014.

• In the Close Date fields, you select 03/1/2014 to 7/31/2014.

• The application clears the Close Period field and retrieves opportunities whose close date falls within the date range.