If you're looking to reject leads that fall outside of a specific date or date range (maybe a policy start date, policy end date or something similar) then this quick guide will show you how to set this up.

We can use rule groups to setup checks based on your date fields.

Here we can work with date fields via the Date Difference, Greater Than and Date Difference, Less Than operators.

This function allows us to check where a date is in the future.

This function allows us to check where a date is in the past.

If you want to reject where the date is greater than than todays date plus 21 days.

Here we'll add to rules to the rule group for our date field.

1) Date Difference, Greater Than with a value of -P21D this is our code for 21 Days

Select Match at least one as the type of rule matching.

Match type should be set as do not Match.

And the lead status can be set as rejected.

Let's say we have we want to reject leads that 5 days in the future and 30 days in the past.

Here we'll add to rules to the rule group for our date field.

1) Date Difference, Greater Than with a value of -P5D this is our code for 5 Days

2) Date Difference, Less Than with a value of -P30D this is our code for 30 Days

It should be setup as follows:

Select Match All as the type of rule matching.

Match type should be set as do not Match.

And the lead status can be set as rejected.