Creating an Applicant Filter

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If you think you may need to use the same search in the future, you can save the filter and use it at a later stage.

When you save the filter you are NOT saving the results. So when you apply the filter in the future you will get a list of all the applicants that match the filter.

1. Review the current filter above the Search Results list.

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The Save Filter button is used to prompt for a filter name.

2. Click the Save Filter button.


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The Save Filter window is displayed.

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3. Set the name to Strategic Selling Available now.

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4. Click the Save button.

The filter is saved.

5. Click the Close button.

6. Click the Standard tab.

The Applicant filter is displayed.

Image:Apl184.png

Where can I use Applicant Filters?

Applicant filters can only be used on the account page. If you wish to broadcast to a group of contacts you will need to create a contact filter – this is shown in the next section.

If you have the manager permission to create a global filter, that will be available to everyone in the company.

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