Save filter sets to use them again, share them with others, or set up alerts for when new calls match the filter.
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Filter calls according to what calls you want to find. So, for example, if you want to find calls that you hosted or attended with a specific account, select your name in the Call participants field, and select the relevant account in the Account name field.
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Click SAVE.
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Give a name to your saved filter.
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Set the visibility to Private (only you can see it) or Public (anyone in your company can find it).
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To get notified by email when a new call matches your filter, set the alert to Daily, Weekly, or Immediately. Immediate notifications are not possible for filters based on post-call collaborations, such as scorecards or comments.
If you don't want to be notified when new calls match this filter, make sure all the checkboxes are clear.
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Click SAVE.
Tip
Want other people to be notified when calls match this filter? After you've saved the filter, click Saved filters in the top right corner of the filter pane. This opens the saved filters menu. Click MANAGE at the bottom of this menu and you'll open a window with all of your saved filters. For more, see manage saved filters.