Filters & Sorting
Use the toolbar at the top of the board to find specific deals:
Technician: See only deals assigned to specific staff members.
Date: Filter deals by their creation date range.
Type: Filter by lead source (e.g., show only "Instagram" leads).
Sort By: Arrange cards by Newest, Oldest, Highest Value, or Lowest Value.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.