Saving a Contact Filter
From SmartWiki
Revision as of 15:01, 25 June 2013 by Arthur Lathrop (talk | contribs)
1. Click the Save Filter button.
The Save Filter window is displayed.
If you do not have the manager permission for Filters and Templates, the Is Public check boxes will not be displayed, and you will only be able to save the filter for your personal use.
2. Set the name to Sales Managers.
3. Click the Save button.
The filter is saved.
4. Click the Close button.
5. Click the Standard tab.
The filter is displayed.
