Edit and Save Existing Filters for CRM Activities for Follow-up

Use the CRM Activities for Follow-up submodule to edit and save existing filters for CRM activities for follow-up.

To use the CRM Activities for Follow-up submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To edit and save an existing filter for CRM activities for follow-up:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click Follow-up > CRM Activities for Follow-up.
3. On the grid toolbar, click Open activity filter .
4. In the Pipeline Activity Filter dialog box, use the Last used filter drop-down list to select the filter that you want to edit and select or unselect filters as applicable.
5. Click Organize filters and select Save current filter.
6. Click Close .