"Newbie" Need to Knows - Filters

 

"I just created a Template and now it's gone!"

"I just created a Workflow and now it's gone!"

"I just added a contact and now I can't find it!"

 

They're not gone - they're just being filtered!

Filters make life in Realvolve faster and easier. They are easy to use once you realize that they're there and what they are for.

A "filter" is just a way for you to display only what you want to see, instead of everything at once.

If you can't find something you know should be there, odds are very good that you have a filter on and don't realize it.

The images below are simply to make you aware of where the filters are throughout Realvolve so you don't panic when you don't see something you should.  These teach you about Filters. Below these are just to show you where they are located.

How do I use the filters to be more efficient with your time - Kendyl Young

Search for contacts with missing information like Emails, Addresses and Tags

Contact Filters

Onboard Day 5 - Contact Filters

     

The following images show where all the filters are located

 

On the Dashboard

 

                                         

 

 

         

 

In the Contact Screen

 

 

Radar Tab

 

 On the Calendar Screen

 

   

 

Calendar Tab 

 

          On the Workflow Screen             

           

                                 

 

 

On the Template Screen

 

 

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