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)
- Click the Leads/Customers/Opportunities icon on the side menu bar
- Click on the Filter button above the table
- Select the filter values you want
- Click Save filter at the bottom right hand side of the drawer
- Name the filter
- 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.