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Filter by Date/Branch/Sender

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  • The Date filter is used to determine the date range of inTouch results to be displayed in the grid.

  • The Branch filter is used to display grid results according to the user branch permission.

  • Depending on the branch selected in the filter, the grid displays results for leads that belong to the same branch.

  • The Sender filter lists all the active users of the organization who can be the sender of the inTouch action items.

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