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How do I display a list of notable dates?
How do I display a list of notable dates?

Describes how do I display a list of notable dates?

Chris Minassian avatar
Written by Chris Minassian
Updated over 5 years ago

To display a list of notable dates follow the below instructions.

  • From the BusinessMind home page click on the Contacts link.

  • Wait for the Contacts Metrics to load.ย 

  • Click on the blue events link located in the Notable Dates metric.

  • This will download and open all your notable date info with your computers default spread sheet program like Excel or Numbers. ย 

  • Once open you can sort, modify, and filter the data to your needs.

In addition to the built in metric you can also create a smart set search for your needs.

  • From the BusinessMind home page click on the Contacts link.

  • From the contacts area create a new smart set.

  • Select the columns you want to display.

  • Set your search parameter.

  • Name your smart and save it.

  • You can now download your list which will open in your favorite spread sheet program.

Below are two screen shots of example searches of course you can make your own.


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