Filter - Word of the day #73

Filter - Word of the day #73

With Filter option in Zoho CRM, you may narrow down large volumes of data to the specific view you want to see.

Create Advanced Filters that add context to your search, so you can filter out the records that you need to concentrate on and decide on the best course of action. You may use advanced filters to discover untapped leads, discover records that are likely to convert, filter contacts based on their deal stages among other examples.

Here's a knowledge-base article on working with Advanced Filters.

Check this video from OscilloSoft on working with Advanced Search Filters.

Previous 'Word of the Day': Widget

Next 'Word of the Day': List View