telecrm Admin LMS

In this video, we'll understand how to bring your most important saved filters right to the top by pinning them. We'll also look at how to rearrange multiple filters, so the ones you use most are always the easiest to reach.

Steps:

1. Start by clicking on the More option — this shows you every saved filter you have.
2. Click on the filter you'd like to pin to the top.
3. Now click the three dots next to it, and select Pin.
4. That's it — this filter is automatically pinned to the top bar, so it's always visible as a quick shortcut.
5. You can follow the same steps to unpin filters you don't need up top anymore — just select Unpin instead.
6. Now let's look at rearranging your filters. Click on More, then click on Arrange.
7. Simply drag and drop your high-priority filters to the top, arranging them in whichever order works best for you.
8. Once you're happy with the order, click Save to lock it in.

 And that's all you need to understand about how to pin and rearrange your saved filters in telecrm. With your most-used filters right at the top, you'll spend less time searching and more time working.