Home  >   FAQs   >  What are the steps to add Filters?

What are the steps to add Filters?

Table of Contents

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.

Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.