4: The Power of Smart Filters and Tasks
This Brivity Foundations training course provides a comprehensive overview of the mass actions, filters, and tasks management tools available in the Brivity CRM.
Welcome to The Power of Smart Filters & Tasks
Filters in Brivity
Creating & Sharing Filters with Your Team
Mass Actions Overview
Setting Up & Editing Tasks
Viewing & Managing Tasks
Types of Tasks
Setting Priority for Tasks
What's Next?