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Vault CRM: 02. Filter Contacts - Video 0 hr 4 min
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Survey
Vault CRM: 02. Filter Contacts - Video
Learn how to use the filter contacts tool
In this video, we'll demonstrate how to use the filter contacts tool.
At the end of this video, you will be able to:
- Modify your contact criteria or search parameters as needed
- Understand the various actions available for the contact list upon completing your search
- Save filters for future contact searches