The Working Center, available in the Leads, Contacts, and Deals pages, provides access to the smart lists you’ve created for your leads, contacts, and deals.
To access the Working Center, click the Working Center button.
From the Working Center you can view your working list and all your smart lists and the leads, contacts, and deals you have access to (depending on which Working Center you have open).
You can also create new smart lists (see Creating and using smart lists) and also define smart list templates (see Creating and using smart list templates).
The Working Center displays six of your smart lists. If you have more than six, you can scroll through to view the rest, you can search for smart lists by name, and you can also sort them by most recent and alphabetically.
When you select a list in the Working Center, the list is opened and the Working Center is closed.
0 Comments
Please sign in to leave a comment.