Edit and Save Existing Filters for CRM Activities for Follow-Up

Use CRM Activities for Follow-Up to edit and save existing filters for CRM activities for follow-up.

To use CRM Activities for Follow-Up, you must have access to Tasks as defined in User Access Rights under Settings.

To edit and save an existing filter for CRM activities for follow-up:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > CRM Activities for Follow-Up.
3. On the grid toolbar, click Open Activity Filter .
4. In the Pipeline Activity Filter dialog box, use the Last Used Filter drop-down list to select the filter that you want to edit and select or deselect filters as appropriate.
5. Click Organize Filters and select Save Current Filter.
6. Click Close .