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Configuring Views to Sort & Filter Information

In the Marketer Quick Start Guide, we demonstrated how to create a view to find contacts that needed to be related to an account. In this training module, we will be taking a look at all of the different Steps used to create a new view of Accounts, Contacts, or Referrals, or duplicate an existing view, as well as review best practices for using Advanced Filter Criteria. Views can be very useful for finding, through sorting and filtering, information that users may be interested in - for example accounts or contacts in a particular zip code or referrals with a particular status from a certain time period.

 

Creating and Duplicating Views

 

Advanced Filter Criteria

 

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