Use Zoho Advanced Filters In Crm

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Working in the Leads module to find leads that have a phone number and an email address.

On the left of the screen, find FILTER LEADS BY.

Tick the check box (or type & check) the phone field – select ‘is not empty’

As above for the Email field

Click on ‘Apply Filter’ at the bottom of the screen. This will make another button called ‘Save Filter’ – click on this button.

Name your new filter eg ‘Email & Phone completed’ and Save Filter

This will be added to the SAVED FILTERS list to be used at any time.

You can only save up to 5 filters per module.

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crm consultants NZ
Richard Price

Richard has been assisting companies implement Zoho systems for nearly a decade. He has both a commerce and law degree and 25 years of experience in New Zealand and the UK in the corporate sector.

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