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Date fields in Salesloft Plays are like secret sauce for time-sensitive follow-up—but they’re often overlooked or misunderstood. When used right, they help you prioritize who to engage and when. ⏰

Whether you’re chasing cold leads, working renewals, or timing your campaign follow-ups just right, this guide will help you make the most of date-based criteria.


1. Re-Engage Cold Leads

Use: Last Contacted before date]

🎯 Example:
Target contacts who haven’t been engaged in 30+ days.

Great for SDRs looking to revive stalled conversations or AEs checking in on slow-moving deals.

Pro tip: Use this in Plays like “No Recent Activity” or “Reheat Opportunities.”


2. Prioritize New Leads

Use: Created Date after "date]

🚀 Example:
Focus on net-new leads created after a specific campaign launch.

Perfect for BDRs running campaign follow-up Plays—make sure you strike while interest is hot!


3. Time Renewal Engagement

Use: Renewal Date before or equal to ldate]

🔁 Example:
Build a Play for accounts renewing this quarter to kick off early conversations.

AEs can stay ahead of the curve and avoid last-minute scrambles. 🧊


4. Follow Up on Meetings

Use: Last Meeting Date before 8date]

🤝 Example:
Create a Play for contacts who had a meeting 2+ weeks ago but haven’t responded since.

Use this to trigger nudges or send post-meeting resources if things have gone quiet.


Bonus Tips:

  • Keep it relative. Want flexibility? Set up your criteria to update automatically using relative dates (like “30 days ago”) if supported.
  • Name your Plays clearly. Include the timeframe in the title—e.g., “Re-Engage: 30+ Days No Contact” so teammates instantly know the purpose.
  • Test it. Preview who qualifies to confirm the date logic is working before launching

Using date fields keeps your Plays sharp and timely—so you’re always showing up when it counts. 🔥 Try experimenting with one of these ideas this week and see how it helps drive more action

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