Make Existing Filters for CRM Activities for Follow-up as Global Filters

Use the CRM Activities for Follow-up submodule to make existing filters for CRM activities for follow-up as global filters.

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 make an existing filter for CRM activities for follow-up as a global filter:

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 ,make as a global filter.
5. Click Organize filters and select Make global.
6. If you want to make the filter local again, click Organize filters and select Make local.
7. Click Close .