How to Create the Filter View in Sugarcrm for Cadence.
Topics Covered:
- About
- Steps to create the filter view in SugarCRM
About: Using the filter view on the import page, Cadence enables you to import contacts and leads. You have to add the filter view in the CRM in order to use that feature on the import page of Cadence.
Steps to create the filter view in SugarCRM:
Step 1: Log in to your SugarCRM account and go to the contacts section.
Step 2: Click the button Build Filter.
Step 3: Now, a dropdown will come up on your screen. Choose your preferred option from the dropdown. The available options are like First Name, Last Name, Title, Account name, etc.
Step 4: Choose your preferred option from the next dropdown. The available options are exactly matches, starts with, is empty, is not empty.
Step 5: In the third field, enter your required input.
Step 6: Enter the name for the filter and click Save. Thus, your filter view will be saved, and you can use it for importing contacts in Cadence.
(Note: The process of creating a filter view for leads is as same as it is for contacts.)