CentralStationCRM help
All Categories General How and why do I save filter?

How and why do I save filter?

Once you have enabled tags or filters on the contact or company overview for example by ticking multiple tags, you can save the applied filter for later use.

In the bar above the results list, select to save the filter option and then enter a name.


To activate the saved filter, click on the overview page for the filtering and segmentation options in the right column and select the filter you need.


Was this article helpful?

Thanks for your feedback!