Articles on: Prospects and Accounts

Prospects Sorting

You can sort out prospects based on different criteria and also on ascending or descending order.



You can sort out prospects on the prospects page, sequence prospects page and on the tasks page.

For example, you can sort out prospects based on their created date, update date. You can also sort them out based on the replied and opened emails.



On the tasks page, you can sort them out based on the due date and priority of tasks.

Updated on: 07/06/2024

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