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Filter Partners

The partner list can be filtered for a few different reasons. One is to narrow down the list by criteria to find specific records. Another is to give you a count of partners, based on your selected criteria.

As an example, if you wanted to know how many of your partners are consulting firms, you could select "Consulting" from the "Industry Type" drop down list. Click the "Filter Partners" button. You can see the pink "total records" label above the list has changed and gives you a total count of all partners who are classified with "Consulting" as an industry type. The list has also changed, and displays only consulting firms.

 

To filter the partners list click the "Advanced Search & Filter" button...

 


 

 

The "Advanced Search/Filter" panel will open above the partner list...

 

 

Choose criteria to filter the list. Use as many of the filters as you need, you can choose one or many items depending on how you would like to narrow your results.

 

Partners can be filtered specifically by status, industry type, acquisition source.

 

Click the "Filter Partners" button and the list will display only the leads/prospects that meet the selected criteria.

 

Filters are persistent, meaning even after you go in to view and or edit a record and come back to the main list, the filter you are using will still be in place. You can reset the list by clicking the "Cancel Filter" button.

 

You can also save your filters, to use again at a later time. After you filter the list open the filters menu by clicking the
icon in the filter box.

 

When the filter menu opens choose "Save Filter" This will bring up the "Add A New Filter" window. Enter a name for the filter and click the "Add This Filter" button. The window will close, and your filter will be saved.

 

To load a filter at a later time, open the filters menu again but this time choose "Load Filter". A list of saved filters will be displayed. Click the filter you want to load. The filter will be applied and your list will display according to the filter criteria.

 

To delete a filter, open the filters menu again but this time choose "Delete Filter". A list of saved filters will be displayed. Click the filter you want to delete. The filter will be deleted, the filter box will close and the list will be reset back to it's original state.