Filter Contacts by Potential Consultant

Filter contacts by Potential Consultant to display customers based on the option set in their profile in the Contacts list.

Tip: To add or remove any additional profile fields from the Contact List, see Customize the Contact List before proceeding with the steps below.

1. From the contact list toolbar, select the filter button then choose Filter.
2. From the Potential Consultant drop-down, select either Yes or No (set to All by default).
3. The filtered contacts can be sent an email, added to a custom list, or printed as a report. To print, from the contact list toolbar, select the print button then choose Print (or see Print Labels to print in a label format).
4. In print preview, select the print button or on a mobile device, tap the export button to export and download as another file type, such as PDF.
5. When finished, to clear any filters that may be set, select the filter button then choose Clear Filter.

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Additional Information:

• Tracking Leads or Potential Customers
• Sort or Filter Contacts