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Using Proposal App
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Using Navigator Filters for Consultants
Using Navigator Filters for Consultants
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Written by Customer_Success
Updated over a week ago

You can use a wide selection of filters in the navigator.

They can help you manually follow up with the right customers at the right time.

💡As you are using the filters, you can quickly check the proposal info by expanding it with the right end arrow.


Available Filters:

  • Status

  • View by Date + Date Range picker

Example of using Filters:

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