DEMO: Scheduler - Advanced Search

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DEMO: Scheduler

Manager: Todd Jusas

Company:

For which table?

Leads Companies Contacts Opportunities Activities Sales Reps Quotes Quote Details Document Templates Users JT_Documentation Campaigns Add-On Info Add On Quotes

Leads

Advanced Search

Table

Spreadsheet-style report with rows and columns

Chart

Pie, bar, line and others

Kanban

Cards in columns Unavailable for this table because it has no valid multiple-choice or user fields.

Map

Addresses translate to pins on a map

Calendar

Dates show on a calendar

Summary

Group and total your data

Timeline

Start and end dates in a timeline with a schedule

Table:

Show Lead records where of these conditions are true

Show Lead records where

and