Organizing Your Account with Sidebar Lists
Search
- Custom Lists and Filters Overview Video
- What is a Filter?
- Adjusting Visible Columns
- Creating New Custom Sidebar Lists
- Filters for Your Calendar Agenda
- Filters for Your Leads
- Adding New Lead Status Lists to the Sidebar
- Filters for Your Jobs
- Filters for Your Quotes, Orders and Invoices
- Filters for Your Address Book
- Using the Actions Menu on Sidebar Lists
- Adding Custom Reports to Your Dashboard
- Reordering Your Sidebar Lists
- Advanced Columns for Your Sidebar Lists
- Exporting Your Lists
- Badge Colors