How to perform multiple filters?
Mon Jun 13 2022 07:08:27 GMT-0500 (Eastern Standard Time)
Apply the filters you need both in Prospects, Opportunities or Clients to find the information you need in this simple way:
1.- Select if you want to filter prospects, opportunities or clients in the menu.
2.- Click on the icon with the funnel symbol.
3.- Select a filter and then a second bar will be displayed to add another filter.
Choose the second filter and the results will be automatically displayed.
4.- To apply more filters and have greater precision in the results, just click on the funnel symbol again and the filter options will be displayed.
Note: To remove filters, just click the X according to the filter you want to remove.