Lead Filters In Maximizer Mobile App
| This tutorial is applicable to Leads; Address Book entries and Opportunities in the Maximizer Mobile App. In this example we are going to work with the Leads Module. |
- Select the Leads module at the bottom of the screen.
- Or -
Select Menu.
-
Next; select the Leads module.
- Select the Triangle in the leads module to bring up the Filtering options.
- Select the Filter which you wish to apply.
- Select the 3 horizontal dots to further specify the filters which you wish to apply.
- One you have set the filters; select Save to apply the filters to the leads