Within Teamwork CRM, you can manage and edit saved filters across the various supported areas of your site.
Click the filters icon in the top right of the area (leads, opportunities, activities, etc.) and select the Saved filters tab.
Clicking a saved filter name will apply that filter and update the results you are viewing. The filters button will be updated to include the name of your filter and the filter will be noted at the top of the Filter tab.
If you change any of the conditions selected while a saved filter is applied, the save option at the bottom of the panel will change to an Update option to allow you to update the saved filter to your new selection. You can also click the arrow to the right to create a brand new saved filter instead.
To edit or delete the currently applied saved filter, click the three dots to the right.
You can also manage filters via the Saved filters tab via the options button (three dots).
This menu allows you to:
- Edit details - update the filter name, description, and whether it is shared.
- Refine - adjust the selected conditions for the filter.
- Delete - delete the filter.
For more information, see: Filters Overview