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How to make use of date comparison filters in Fello

Discover how Fello’s date comparison filters help you confirm lead attribution, uncover missed opportunities, and ensure your marketing efforts reach the right audience.

Fello’s date comparison filters are a powerful way to bring clarity to attribution, verify whether your marketing influenced a deal, and understand whether your processes are working as intended.

You can use these filters to compare any date-based attributes in Fello. They are available across the platform – when viewing contacts, creating segments, building automations, workflows, and more.

To compare dates in Fello:

  • Go to the Contacts module (or any feature that supports attribute filters, such as automations or workflows).
  • Click the  Filters button.

  • Search for a particular date attribute, or simply type "date" to view all of the available date attributes. 

  • Choose the condition as "is before another attribute" or "is after another attribute". 

  • Select the other date attribute that you want to compare. 

  • Click Apply.

Your list of contacts will now be filtered accordingly. 


Here are a few suggested uses for date comparisons:

Use Case

Filter Logic

Purpose

Basic Attribution

Contact Created Date < Last Sale Date

Shows that your team had the lead before the sale—potential proof of lead ownership.

Nurture/Warm Up

First Engagement Date < Last Sale Date

Demonstrates that your marketing kept you top-of-mind prior to a transaction.

Verify ROI

Last Form Submission < Listing (Won)

Indicates high-intent engagement before a successful listing – clear evidence of revenue influenced by Fello.

Missed Opportunity

Last Form Submission < Listing (Lost)

Shows that your marketing was effective even if the deal didn’t close with you. Also helps you identify and learn from missed opportunities.