Shared guide

How to create a saved view for companies

Step-by-step guide covering: Click the CRM icon; Click the Companies option; Click the Add view button; Click the Create new view option.

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·14 steps·13 views·Published
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Step-by-step Guide14 steps

  1. Click the CRM icon

    Click the CRM icon
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  2. Click the Companies option

    Click the Companies option
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  3. Click the Add view button

    Click the Add view button
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  4. Click the Create new view option

    Click the Create new view option
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  5. Click on Name

    Click on Name
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  6. Type a name for the saved view

    Type a name for the saved view
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  7. Click the Confirm button

    Click the Confirm button
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  8. Click the Advanced filters option

    Click the Advanced filters option
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  9. Click the Add Filter button

    Click the Add Filter button
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  10. Click the Ideal Customer Profile Tier option

    Click the Ideal Customer Profile Tier option
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  11. Click the Search field

    Click the Search field
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  12. Click the Tier selection dropdown

    Click the Tier selection dropdown
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  13. Click the Close button

    Click the Close button
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  14. Click the Advanced filters icon

    Click the Advanced filters icon
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