How do I save a filter?

You can use our saved filters feature to access filters quickly when you need to view certain records in specific (eg. Bumiputera leads, John's customers, VIP opportunities, etc)

1. Click the Leads/Customers/Opportunities icon on the side menu bar 
2. Click on the Filter button above the table
3. Select the filter values you want
4. Click Save filter at the bottom right hand side of the drawer
5. Name the filter
6. Click Save

Each filter is remembered according to user's browser and device. When logging in via a separate device, you might not be able to find it so you will need to save them again if needed.