Bookmarking Filters in My Schedule

For increased efficiency in filtering accounts and scheduling calls, users can save commonly used sets of filters as bookmarks. When users select a bookmark, the associated filters automatically apply to the account list in My Schedule. This enables users to quickly apply pre-defined criteria, reducing the time spent manually refining lists and ensuring they focus on the most relevant accounts.

Who can use this feature?

Configuring Bookmarks in My Schedule for

Using Bookmarks in My Schedule as