1. Navigate to Lists > Search > Saved Searches > New.
2. Choose Customer.
3. Provide a Search Title.
4. In the Criteria tab, add the following fields:
Stage = Customer
Formula (Text) :
Formula: CASE WHEN (EXTRACT (YEAR from {datecreated})) >= (EXTRACT (YEAR from {today}) - 4) THEN 1 ELSE 0 END
Formula (Text): is 1
5. In the Results tab, add ID then set Summary Type = Count.
6. Save and Run.
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