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Using Navigator Filters for Consultants

Written by Carmela Fermin

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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