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How to Save a Customized Account Filter

Updated over a week 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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