Dashboard order

Follow

Kaycee Hoffman

• July 25, 2017 15:58

Is there a way to change the order of the list to something other than alphabetical?

0

• 

  Jay Lisasuain

  • July 28, 2017 20:13

  Hi Kaycee, 

  Currently the Dashboard Who's Up Next section can only filter by Priority Rank and last date of communication then alphabetically. 

  For additional filter or sort options, head over to the Team page.

  Select Sort by above the list of names for sort options. You can also filter the list to view Proospects or customers only. 

  Have an awesome day!

  Jay Lisasuain
  Director of Customer Experience
  760-820-2532
  jay@teamzy.com

  0

  Comment actions Permalink

Please sign in to leave a comment.