How do I delete a saved filter on my lead management page?

Modified on Mon, Apr 19, 2021 at 6:05 PM

Direct Link to tutorial/solution:


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Embedded tutorial/solution:


4 STEPS

1. To delete a saved filter, on the Lead Management Page, click the Select Saved Filters dropdown

Step 1 image

2. Select the saved filter you wish to remove.

The page will automatically adjust to show the leads that match the filter saved

Step 2 image

3. After selecting it from the Saved Filter dropdown and the page loads, click Remove Filter

Step 3 image

4. Click Ok to confirm deletion of the Saved Filter

Step 4 image


Copy of text and screenshots from the tutorial/solution:

1. To delete a saved filter, on the Lead Management Page, click the Select Saved Filters dropdown



2. Select the saved filter you wish to remove.

The page will automatically adjust to show the leads that match the filter saved


3. After selecting it from the Saved Filter dropdown and the page loads, click Remove Filter


4. Click Ok to confirm deletion of the Saved Filter



Applicable User Seat Types

Admin

Galaxy

Booster


Applicable Permissions

All Permissions



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