How to add the CRM filters you want to use in Diffly’s global filters?
By clicking on your profile icon in the top right corner of your screen, go to Settings, and click on “Settings.” Then go to ‘Integrations’ and scroll down. Select the filter you want to use and click “Save.” (Refresh the page.) Find it with Diffly's global filters.
How to delete it ?
How to delete it ?
How do you select the contact fields you want to display?
By clicking on your profile icon in the top right corner of your screen, go to Settings, and click on “Settings.” Next, go to ‘Integrations’ and scroll down until "Contact fields". Select the filter you want to use and click “Save.” (Refresh the page.) Find it in the Go to the Deal and find it in the "Deal contacts".
