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How to Save a Customize Account Filter
How to Save a Customize Account Filter
Updated over 7 months ago
  1. From the left navigation menu, click Org Tools > Accounts.

  2. To the right of the search bar, click Customize Filters...

  3. Filter the report as desired.

  4. When finished, click Apply.

  5. To the right of the Customized Filters... button, click Save.

  6. Enter a name for the saved view.

  7. Click Save.

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