Organizing Your Account with Sidebar Lists

• 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