Content Comparison

User is able to You may define the viewable columns and save their your report views (columns) for the following reports and sections:

• My Pipeline

• Marketing Report

• Sales Manager Report

• Real Estate Agent Report

• Referral Partner Report

• Email Report

• My reportReport

• inFlow

Quick Guide

...

Detailed User Guide

1. Go to one of the sections or reports above

   You will now see a

   listed above. A new set of icons appears in the right corner of the report.

2. Open the Report column select tool and choose .

3. Select a tool.

4. Choose the columns you want to set as your Saved View.

5. Select the “Save View” Save View icon on the report

   It

   . This will save your view for future use.

   1. If you leave the report or

   logout

   1. log out of Insellerate, the next time you visit the report and want to see your view,

   just

   1. select the

   “”Load

   1. Load Saved

   View”

   1. View icon and your saved view will appear.

   2. If you want to permanently clear your saved view,

   just

   1. select the

   “Clear View”

   1. Clear View icon and the view will return to the Default View.

   2. You can save a new view anytime by repeating the

   steps above

   1. Steps 1-5.