When viewing the opportunities in your CRM, you can use the filter option to view opportunities based on different criteria. Follow these steps to use the filter in your CRM:
- Please click the link to take you to SetSchedule’s sign in page: Sign In.
- Click on CRM from the top navigation menu.
- Access the filter function by clicking on the FILTER ICON to the right of the opportunity search bar.
- Click on the different options to set the specific criteria you want to use to filter your opportunities - you can filter by type, temperature, or team associated with the opportunity. Once you are satisfied with the criteria you’ve set, click on the APPLY option on the top right corner of the filter menu. The opportunities that are shown will then update.
- You can always reverse the filter you set up by clicking on the FILTER ICON and selecting the CLEAR option on the top left corner of the filter menu, then click APPLY on the top right corner.
As always, should you require assistance, please reach out to your technical support team by emailing support@setschedule.com or chat with us online.