Filter by activities
From the activities section you can use the filters to optimise your search and find everything you need to quickly.
How to filter activities
Filter by the segment filter
This filter can be found in the drop down segment to differentiate the type of leads, there are 3 segments:
- All events: Includes events created in all sales funnels regardless of the state in which they are located.
- Pending events: You will find all events that have not been terminated.
- Completed events: All those that are part of the past and, therefore, have been terminated.
Filter by the table icon
This filter is located to the right of the segment filter, you can filter by additional options. If they appear in red it means that they are not activated and these titles will not appear in your column view. These options will include the following:
- Contact persons
Filter by date
You will also be able to filter by date, this will enable you to choose the date range. This option is located next to the search option
To filter even further, you can download the files to Excel and then filter further columns. To download your leads as an Excel file, click on the export icon located next to the date on the right hand side. The file will automatically be downloaded and you'll instantly see an extract with your results.
You will also have the option to export to PDF - this is slightly static in comparison to exporting to Excel
Noq you can keep track of all your activities you've added to your Holded CRM!