Filter Contacts by Potential Consultant
FollowFilter contacts by the Potential Consultant status set in their profile, then print as a report or labels or send an email.
Tip: To add or remove any additional profile fields from the Contact List, see Customize the Contact List before proceeding with the steps below.
- From the contact list toolbar click
, then select Filter.
- From the Potential Consultant drop-down, select either Yes or No (set to All by default).
- The filtered contacts can be added to a custom list (see below) or to print as a report, from the contact list toolbar, click
and select Print (or see Print Labels).
- From the print preview form, click
to print, or click
to export and save as another file type such as PDF.
- When finished, to clear any filters that may be set, click
, then select Clear Filter.