How to apply a Filter?

Mon Jun 13 2022 07:08:27 GMT-0500 (hora estándar oriental)

To apply a Filter, click on the + (add filter) button located in the upper right corner of your database whether it is Prospects, Opportunities, Sales or Clients.

It will display a menu with the following criteria by which you can filter:

Once you have selected the criteria, a second menu will be displayed where you will select the Filter you need.

The data that we can filter in prospects are:

Discarded by

Executive

Tags

Status (stored, discarded, shared, pending, rejected)

Phase (phases of the prospectus)

Origin

Country

Region

Date created  (date of creation of the contact 'from - to')

Last follow-up (today, yesterday, this week, this month, last month, period)

Text

Gender

Job position

-

Company fields

-

Personal data

-

Custom fields

The data that we can filter in opportunities are:

Executive

Tags

Phase (phases of the opportunity)

Line

Origin

Country

Region

Certainty (less than 33%, between 33% and 66%, greater than 66%, plus customized certainties)

Closing date (from - to)

creation date (date of creation of the contact 'from - to')

Last follow-up (today, yesterday, this week, this month, last month, period)

Text

Gender

Job position

Currency (currencies registered, only in the pro and multichannel version)

-

Company fields

-

Personal data

-

Custom fields

The data that we can filter in clients are:

Executive

Tag

Status (filed, discarded, shared, channeled, pending, rejected)

Phase (customer phases)

Line

Origin

Country

Region

Creation (contact creation date 'from - to')

Period

Last follow-up (today, yesterday, this week, this month, previous month, period)

Last purchase (today, yesterday, this week, this month, previous month, period)

Text

Gender

Job position

-

Company fields

-

Personal data

-

Custom fields

The data that we can filter in sales are:

Executive

Label

Line

Origin

Period

Country

Region

Industry

Business group

Text

Gender

Job position

Currency (currencies registered, only in the pro and multichannel version)

-

Company fields

-

Personal data

-

Custom fields