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Filters in CRM elements cards

Use filters in CRM elements cards to find an event you need or to filter events by type.

How it works

Click Filter in a deal, lead, contact or company card.

Standard filters allow filtering events by type.

For example, you can filter events and view documents only.

The selected filter will be still applied when you close the CRM element card and open it again later.

Click Add field to create your custom filter. For example, by date or by creator.

You can also enter keywords to the search bar to find a specific event.


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