Save New Filters for CRM Activities for Follow-Up

Use CRM Activities for Follow-Up to save new 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 save a new 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, select the filters that you want to use for the CRM activities for follow-up and click Apply.
5. If you selected several filters and want to remove all of them, click Clear Filter .
6. Click Organize Filters and select Save Current as New Filter.
7. In the Save a New Filter dialog box, enter the name that you want to use for your new filter.
8. To make your new filter a global filter, select the Share as Global Filter check box.
9. Click OK.
10. Click Close .