Custom Filter Sets

Overview:

There are times you have a particular Filter Set but coming back you have to filter the set again.

You can save filter sets, so you don't have to redo the filter each time you come back to the page.

Instructions:

  1. Choose an Entity: People, Company, Opportunity, Leads, Task, or Projects
  2. On the upper right corner select the Filter Icon 
  3. Choose your Filters
  4. At the bottom select "Save filter Set"
  5. Name the Set and you can make it Private so only you can see it or Public for all to see.

 

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Comments

  • Avatar
    Valerie Simons

    I followed the first 3 steps in Leads:
    1.Choose an Entity: People, Company, Opportunity, Leads, Task, or Projects
    2.On the upper right corner select the Filter Icon
    3.Choose your Filters
    4.At the bottom select "Save filter Set"
    ...but my interface does not show me the option to "Save filter Set".

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