What are the steps to add Filters?
Table of Contents
Follow these steps to add filters:
- Log in to the CRM.
- Go to Sales.
- Go to the Others section.
- Select Coaching. The Coaching module opens.
- Select Filters on the right side of the screen. The Filters window opens.
- Select or enter the following information:
- Select Assigned To
- Select Sales Stage
- Select Contact Status
- Select Contact Type
- Select Date from the list or Custom range by adding the From and To date.
- Click Apply.
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