Filter your touchpoints to have a focused view of the touchpoints that you want to work on for the day. Just click on the filter icon at the top right hand side of the panel. Choose your preferred filtering option. Filtering will be immediately applied. If searching by name, results will autofill as you begin typing.
You can filter by:
- Touchpoint type: Call Custom Step, Email, LinkedIn (configured as a Custom Type), and SMS.
- Due date: All, Today (Default), Tomorrow, This Week, and This Month.
- Show/Hide Automated Emails (Hidden by default)
- Cadence Member (Search by name)
- Touchpoint (Search by name)