How to filter Clients in the Opportunities screen?

Modified on Wed, 11 Jan, 2017 at 1:33 PM

1- Sign in to FieldPie and click the Opportunities button from the upper left menu.

2- Click the Search nwDAxEreCh1fOgWnA6g8J5VwiGDvhu02sg.png button in the upper right corner.

3- You can filter easily according to client states, client groups or client tags from the Client Search page.

4- Click the Y9dFTRG4WNstzSVgpp28f2SJyBHCyIhlXw.png button on the top right after selecting the area you want to see.



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