Help > Prospects > How to perform multiple filters?

How to perform multiple filters?

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

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.