What are the steps to add Filters?

Follow these steps to add filters:

1. Log in to the CRM.
2. Go to Sales.
3. Go to the Others section.
4. Select Coaching. The Coaching module opens.
5. Select Filters on the right side of the screen. The Filters window opens.
6. Select or enter the following information:
   1. Select Assigned To
   2. Select Sales Stage
   3. Select Contact Status
   4. Select Contact Type
   5. Select Date from the list or Custom range by adding the From and To date.
   6. Click Apply.

The filtered list will appear.