CRM Basics: How to use CRM List Pages

Modified on Tue, 18 Jun, 2024 at 4:40 PM

CRM Basics: How to use CRM List Pages

This video will showcase how to view and manage list page data by customizing filters, columns, and exporting selected data sets.

1. CRM > List page options

Access the list of prospects.

2. Click "Edit Filters" to view list of all available list page filters

Adjust the filters for the prospects list.

3. Click "Edit Filters" to view list of all available list page filters

Adjust the filters for the prospects list.

4. Make selections here

Select the option.

5. Click "Columns" to edit available columns on list page

Manage the displayed columns.

6. Make selections here

Select a specific sales status.

7. You can filter data sets by clicking the column names

Access the name field.

8. You can download all records or some records using the Download Spreadsheet option in the Action bar

Enter information for the selected action.

9. Click "0"

Select the option.

10. EDGE offers all fields available within the data sets to be exported. Scroll down for more!

Select the option.

11. Click "Download records" to export the information.

Download the specified number of records.

This guide covered essential tasks in Edgeondemand CRM, from accessing prospects to customizing filters and downloading records. Master list page navigation and optimize your employee training effectively.