Creating a Custom Filter

 
Custom filters allow you to keep your leads organized and color coded.
 
1. Go to CRM > Settings /Tools > Custom Filters
2. Enter your desired title in the Custom Filter Name box. 
3. Select the color you would like associated with this filter
4. Check the Client Level box 
5. Click on Add Filter.
 
 
 
View help video HERE
 
This article is provided for informational purposes only and is subject to change without notice. It's not intended to include every feature or service that LoanTek provides. Visit the LoanTek Support Page for more information.
 

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