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Applying filters in Account list

  1. On the Planning cycles home page, click the planning cycle to open.

  2. Click the Territory view.

  3. On the battle card canvas, select the battle card that contains the accounts you want to view.

  4. In the data tray, click the Account list tab.

  5. Populate accounts by either selecting the the territory group type or select nUnassigned to view unassigned accounts.

  6. Click the Filters option.

  7. Enter your desired parameters to and click Apply.

  8. To drill down even further, enter additional parameters. You will see a count number appear beside the Filter option to show you how many levels of filters you’ve applied.

  9. Click Clear all to clear the filters and start over.