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Lesson 4: Filter and Organising

When you are managing multiply clients it is important to be able to manage your views and filter them.

This can allow you to filter by who has opened your last email or view the website.

A pop up will appear

Here Two common properties to search for are Lead Status and Recent Sales email open data.

Along with this we can create custom views with more complex filters that will be saved under a name with select.

Here you can see I have Two.

Last two days has filters to filter new leads that I did not contact but have opened my email.