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Using Navigator Filters for Consultants

Customer_Success avatar
Written by Customer_Success
Updated over 3 years 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.

๐Ÿ’กAs 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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