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Articles tagged "filter" returned 71 results.
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Setting up Sales Charts
Here are some examples of Sale Charts you might find useful, with steps on how to create them. Historical overview of Product Sales From Product Sales List, filter all Closed...
Using Appointments to manage diaries
...appointments and also filter by Appointment type Use the Highlight drop down to filter by Owner or Appointment type Use the view menu to view all appointments for your team...
Viewing & Reporting-Time / Units
...the View Menu and select Time Entries Close modal From the global list users can filter to see time / units logged by Account, User, Created Date or Item Type....
Correspondence
...list view and users can click on each item to view the details Close modal Filtering Correspondence items To quickly find specific notes or emails users can filter the correspondence...
Touch Point Rules
...all Tweets Filters If you choose ‘Search all Tweets’ you must enter a search term in the filter. This can be a hashtag or a twitter handle. Warning – if...
Managing Appointments
...modal Filter Appointments As a user you can select how you want the appointments data to be presented: Calendar – will show all appointments in a calendar Schedule – it...
Using Bulk Replace
...rather than having to update records individually. Bulk Replace Filter your list and select Bulk Replace from the Actions menu More information about how to filter lists can be...
Add to an existing source
Add to an Existing Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Go to the Actions menu, select...
Create a campaign source
...a Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Then go to the Actions menu, select Campaign, then...
Monitor And Manage Privacy Data
...necessary. Shows Contacts and Leads whose removal date has passed as well as deleted or dormant Contacts Filter this list as required to bulk erase. Close modal Deleted Items The...
