Bigin Explainer: Filters and Views

Struggling to locate deals, customers, or prospects? In this video, learn how to use Bigin’s advanced filters to quickly locate records that match specific criteria. You can take it a step further by creating custom views to keep them organized and accessible at all times.

Here's what you can expect to learn from the video:
0:00 - 2:59 - Creating and accessing views
3:00 - 5:32 - Using filters to find records matching specific criteria

Please refer to the following help documentation for further information:
Filters: https://help.zoho.com/portal/en/kb/bigin/customization/articles/filters#Advanced_filters
Views: https://help.zoho.com/portal/en/kb/bigin/customization/articles/manage-list-view#Create_Custom_Views

Видео Bigin Explainer: Filters and Views канала Bigin by Zoho CRM