Filter CRM Activities for Follow-up

Use the CRM Activities for Follow-up submodule to filter 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 filter 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, select the filters that you want to use for the CRM activities for follow-up and click Apply.
5. If you selected several filters and want to remove all of them, click Clear filter .
6. You can also save new filters, edit and save existing filters, save and overwrite existing filters, delete filters, and make existing filters as global or local filters.
7. Click Close .