How do I use smart filters on accounts/contacts?

In this tutorial you will get a quick overview on how to see the created smart filters and how to create a smart filter.

How to see all of your smart filters:

1. Open Accounts submenu in the CRM module.
2. Click on Smart Filters text.

All your smart filters should appear here:

Smart

How to create a smart filter: 

1. Open Accounts submenu in the CRM module.
2. Click on Monosnap button that is next to Smart Filter text.
3. Add a Name to the smart filter then use the filters by clicking on the arrow then select the by clicking on the square. create
4. After all the filters all selected, scroll down and click on Save button. Monosnap

For doing the same thing for contacts, you need to click on Contacts submenu from CRM module and then you have to follow the same steps from above. Contacts.png