CRM

Filters in CRM Cards

Filters in CRM Cards
Yuliya Skorobogatova
May 24, 2019
Last updated: May 27, 2019

Filters in CRM cards make it very easy to find the right event or filter elements by type. It is especially convenient when you are working on long-term deals with a client.

You can use such filters as comments, documents, tasks, automation rules, etc. More information in our Helpdesk article.

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