Add a Filter to the Client List

 The Filters are a powerful tool that allow you to quickly find Clients based on specific criteria. To filter the Client List:

  1. Go to CRM > Clients.
  2. Click Add Filter.

  3. Select a Filter from the Filters dropdown list. 

  4. Enter the desired criteria. 

  5. Click Search to apply the Filter. 





Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?