When the Management Center gives you more data than you need, use filters to pare down your data and only show what you need.
Here is how to use the Filter within the Management Center.
How to apply a filter:
Step 1: Click “Filter”
Step 2: Filter by any of the following criteria:
- Client Name
- Rep
- Category
- Status
- Market
- Division
- Region
- Service
- Sub Service
- View Status
- Date Created
- Date Sent
- Custom Fields (if applicable)
Step 3: Click “Apply Filter” to apply the criteria to the Management Center.
How to remove a filter
To remove the filter, Click “x filter” or within the filter, click "Clear All".
Tip: View all signed ClientPoints using View Status and quickly and easily update all signed ClientPoints to Won. This can be done using Bulk Edit after filtering by View Status.
Have any questions? Please contact support@clientpoint.net.