Main Menu > Customers > Filter
In the Filter bar at the top of your Customer list, on the far right is a small, white triangle:
When you click on this button, you will be presented with the following menu:
Please remember that the following fields will be customised to your organisation:
1. Class
2. Pipeline Stage
You are able to filter your Customer list by a variety of categories.
You can even combine the criteria to drill down even further - this all depends on what you're looking for.
Let's say you're looking for a:
Prospect, who is Silver in your Sales Pipeline, in a particular team, who is in a particular Industry, who belongs to a particular Crewmember - you'll get the exact Prospect/s that match the criteria