Creating a Filter

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  • Page: Creating a Smart View Filter (AMPED)
    Filters allow the user to narrow down records within a module using a specific set of criteria, as well as customize the view or columns displayed in a module. Creating a Filter [Video] https://youtu....
  • Page: Managing your Records (AMPED)
    In this space, users can find how to create a filter for their records in a list view, search for records, convert lead records, and set account hierarchies.  

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  • Page: Creating a Filter (Delyte)
    Filters allow the user to narrow down records within a module using a specific set of criteria, as well as customize the view or columns displayed in a module....