Manage multiple leads with ease. Continue reading to find out how to create ‘Filters’ and ‘Sharing Settings’ to speed up the entire sales process!
Step 1: Click on the Settings >> New link.
Step 2: TutterflyCRM will display a window that will appear like the following image:
Step 3: Click on the ‘Add button’. The new View gets added to the list of Views displayed in the top-left corner, just like the image below:
Rename the List-View
Step 1: Go to Settings >> Rename View.
Step 2: From the ‘Rename List-View’, retype the ‘List Name’ and click on ‘Save’ button.
Step 3: A message box will appear confirming that the changes have been made in TutterflyCRM.
Change the Sharing Setting
In TutterflyCRM, a user can control access to some parts of the data by using share settings. Listed below are steps to limit other users from accessing important data.
Step 1: Go to Settings >> Sharing Settings.
Step 2: A box will appear like the one shown in this image below:
Step 3: From the ‘Sharing Settings’ box, select the options to set the privacy level.
All Accounts: A user can apply a filter to View all the Leads created by the admin and other agents.
My Accounts: A user can apply a filter to View only the Leads created by the user.
Step 4: Next, click on the ‘Save’ button. A message box will appear confirming that the changes have been made.
Edit List Filters
Step 1: Go to ‘Settings’ and click on ‘Edit List Filters’. A pop-up will appear in the right.
Step 2: A pop-up will appear in the right corner. Click on the ‘Add Filter’ option.
Step 3: Click on ‘Add Filter’ and fill in details such as a field, operator, and value. Next, click on the ‘Done’ button.
Step 4: Click on the Save button. A list of all the records matching the filter content will be displayed as shown below:
Note: This filter can also be applied using the filter icon on the main ‘Leads’ page.
Remove an Existing Filter
Step 1: There is another option to clear an existing filter by clicking on the ‘Remove All’ link in the far right corner.
Step 2: Click on ‘Save’, to save the changes made.
Select Fields to Display
Step 1: Click on Settings >> Select Fields to Display.
Step 2: From the ‘Select Field to Display’ box, choose ‘Available fields’ to add a new ‘Visible Fields’.
Step 3: Next, click on the ‘>’ button to add available fields to visible fields. This action can be used to add or remove columns that will be shown in the view. Similarly, to remove a ‘Visible Field’, select them one at a time and click on the ‘<’ button.
Step 4: Wow! We are almost near the finishing line! Now, to define the column placement of each field in a view, use the ‘up’ and ‘down’ arrows.
Step 5: At last! Click on the ‘Add’ button to proceed with the action of adding new or ‘Cancel’ to remove any changes made.
Note: All these filters can only be applied to Views created manually and not on ‘Default’ View.