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Filtering

Filtering

The filtering feature in CRM is incredibly useful.

  • Quickly search and drill down to specific records in any module
  • Filter by any field within the module
  • Each data type has its own unique filters
  • It makes it really easy to find certain records or types of records

Then, once you have created the filter you want, you can run reports/exports, etc. Think how useful this is! Everyone on your team will be clamoring for this. Watch the videos in this lesson to learn how to filter and feel comfortable teaching it to otheres.