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CRM Idea Center
Categories Accounts & Contacts
Created by Guest
Created on Nov 15, 2023

PHONE APP SORTING AND FILTERING BY GEOGRAPHY

WHEN IN THEFILED, USING THE PHONE APP, IT WOULD BE GOOD TO HAVE A TIME SAVER/ORGAINZATION FEATURE TO SORT/FILTER BY THE GEOGRAPHY OF THE AREA WHERE I PHYSICALLY AM WORKING. NOW ALL ACCOUNTS ARE IN LINE ALPHABETICALLY SO I WOULD NEED A LIST OF ACCOUNTS IN A GIVEN GEOGRAPHY AHEAD OF TIME T KNOW WHERE TO GO.

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Phone App Filtering

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I would want to show just a group of accounts of a certain criteria that I would be working on at a given time (say, rating, type, city, etc.)
Nica Yabut over 2 years ago in Accounts & Contacts 0