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Salesmate Smart Filters and Views

by Salesmate

Video demonstrating how to apply smart filters to a view in the Salesmate CRM. With Salesmate smart filters, you can extract vital sales information in real time based on attributes, which could otherwise take you much longer to find out. You can run smart filters for Contacts, Activity, Deals or Company and save filters as ‘Views’ to re-use them later.

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Found here: https://www.youtube.com/watch?v=VJfxTAaDORE

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