Recently, we have added several filters in contacts and inventory. Here is a quick overview:
Inventory: New Filter "Sold To"
The new filter is especially helpful in a sales perspective, allowing users to easily filter artworks purchased by a certain collector. To use it, click on the “Show Filters” button, and “Sold To” is there along with other filters.
Contact: New Filter "Lead Status"
This new filter allows users, especially the sales team, to quickly target contacts by their lead status. To use it, click on the “Show Filters” button, and “Lead Status” is there along with other filters.
Contact: New Sorting "Assignment" in Live Lists
In live lists, users can now sort contacts by whom the contacts are assigned to. You can also send smart mails to the filtered live list, or export it into spreadsheet. It allows team members to easily reach out to their designated contacts, so that there will be no outreach crossovers.