Hi
I’m using the free CRM version. I’d like to only see the active pipeline. Each time I log into the CRM to review all the deals, I have to keep setting up the advanced filters - is there anyway I can save the view with the filters?
Tks,
Neal
Hi @NDooly,
Yes, you can save your applied filters as a view, see here: View and filter records
Once saved, drag and drop the new tab to the very left and it will become your default.
Best regards!
Thanks @karstenkoehler
I got there, i dont think the instructions are entirely clear and obvious for the free CRM.