CRM Opening Saved Filters

To open a previously saved filter, follow these steps:

Step 1        Log into CRM

Step 2        On the landing page, click on Discovery from the main menu

Step 3        Click Research

Step 4        The filter window should be extended. If it isn’t, click the Filter icon to extend it

Step 5        To open an existing filter, within the Filter window click the drop-down arrow next to Save

5.1              Select Open

5.2              Click in the “Search” box to type in a name of a filter or click on the drop-down arrow by “Filter Group” to isolate filters within a specific group.

5.3              Click on the filter once to select it.

5.4              Once selected, the filter will automatically activate.

Article Reference: CLTX205