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

Use the CRM Activities for Follow-up submodule to save and overwrite 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 save and overwrite 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, 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 and overwrite an existing filter.
7. In the Overwrite an Existing Filter dialog box, use the drop-down list to select the filter that you want to overwrite.
8. Click OK.
9. Click Close .