Filters are available to view accounts based on collected data. This data can be imported in bulk when creating new accounts, or can be input by users.
Filters are dynamically added to the CRM based on any updates made to the platform Forms. For more information on customizing Forms, click here.
To filter accounts:
- Select Accounts from the left menu
- Click Filter
- Choose any filters available in the list
- Any accounts matching the filter selections will be displayed
NOTE: Filters will match the format of the field added to the Forms. For example, if a form field is a single select, the options available in the filters will match the options included in the drop-down displayed to the user.
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