Save New Filters for CRM Activities for Follow-up

Use the CRM Activities for Follow-up submodule to save new 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 save a new 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, 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. Click Organize filters and select Save current as new filter.
7. In the Save a New Filter dialog box, enter the name that you want to use for your new filter.
8. If you want your new filter to be a global filter, select the Share as global filter check box.
9. Click OK.
10. Click Close .