Geteilte Anleitung

How to use advanced filtering with multiple conditions

In this how-to guide, you'll learn to use advanced filtering techniques with multiple conditions to streamline your deal management process.

victoriaworkflowsvictoriaworkflows
·8 Schritte·93 Aufrufe·Veröffentlicht

In this how-to guide, you'll learn to use advanced filtering techniques with multiple conditions to streamline your deal management process. Follow these simple steps to set filters based on deal priority and save your preferences for efficient tracking and organization.

Step-by-step Guide8 Schritte

  1. Click on "Click here."

    Click on "Click here."
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  2. Click on "Click here."

    Click on "Click here."
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  3. Click Open deals without any linked activities

    Click Open deals without any linked activities
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  4. Click on "Click here."

    Click on "Click here."
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  5. Click Add condition

    Click Add condition
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  6. Click Deal Priority

    Click Deal Priority
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  7. Click High

    Click High
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  8. Click Save as new

    Click Save as new
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