Filter

How can I filter my Customer list?

Updated over a week ago

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

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