How to use predefined filters

In OnePageCRM, you have the option to view your contacts based on the predefined filters in your Action Stream, allowing you to focus on the selected group of contacts. 

To access each filter, go to your Action Stream or Contacts page → select any of the following predefined filters to view the associated contacts:

• Waiting for: Contacts with a Next Action set to Waiting for. These are contacts that you already contacted and are waiting for them to get back to you.
• Starred: Contacts that are starred.
• Recent: Contacts that were recently accessed by you and your team members.
• Team Stream: List of contacts with Next Action assigned to you and your team members.
• Status: Contacts with the respective Status label. Status can be updated while the contact is moving through the sales process.
• Tags: Contacts who are tagged can be filtered.
• Lead source: Contact grouped by the lead's origin.
• Filters: Custom filters which you can save selecting the plus icon (+).