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Example: Create a filter for a specific workflow
Example: Create a filter for a specific workflow

You can filter your accounts in many ways, this article demonstrates how to create a filter for a specific workflow.

Updated over 3 years ago

Below is how to create a filter for clients assigned to a specific workflow.

We recommend you create a filter for each of your workflows for easy reference.

  1. Click + Add filter

  2. Scroll through the field options to Current Workflow

  3. Select is

  4. Choose a workflow

  5. Click Save filter

  6. Give your filter a specific name and Save

  7. The filter should then appear under Account for easy use.
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