Retain filters when working from All Opportunities
Hello, I am scrubbing my database and going through all of my past clients to make sure they are tagged properly. My process is for me to go to my 'closed' proeprties through the filter on opportunities. I have found that there isn't an easey way to go about this. When I click the contact from closed opportunties, I click the back button to go back to where I was and it doesn't... I have to go all the way back to opportunities and refilter it again. This is very time consuming. It would be great to click the back button and the webpage brought me to exactl where I was with 'closed' filtered opportunities.
LABS Team
shared this idea
Hi there! You can now create SmartViews that are the default for when you open the Opportunities applet. Check out our answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/360041799653-Use-Filters-and-SmartViews-in-the-All-Opportunities-Search
