Organizing your business in Workspace has never been easier. Looking for all jobs that are a specific job type? Or you'd like to see all leads you need to follow up with, thanks to our lead status feature? You can do that through Workspace’s powerful filtering system. In addition, you can customize which columns appear in the lists, save the lists to the sidebar, and export the data to CSV.
You can filter and search your Calendar, Leads List, Jobs List, Quotes List, Orders List, and Address Book.
Learn how to use custom lists and filters in this brief overview video:
Video coming soon