What is this?
If you want to narrow down the Salesforce records that appear while taking notes, you can do so by pressing the "Edit Filters" and "Edit Sort" buttons that appear in the accounts, contact, and opportunities section and selecting a pipeline.
To create a new filter set, go to the pipelines tab of the app and create a new one for your Salesforce record type.
Did you know?
- Corzo Default sorts by the Salesforce records you have most recently created notes for
- The pipeline you have selected as a filter will be remembered, so you can always pick up where you left off when you return to the "Accounts" tab.
Questions & Feedback
If you have any questions or feedback regarding this feature, contact firstname.lastname@example.org