What does the Follow function do?

Modified on Mon, 19 Feb, 2024 at 9:23 AM

The follow function is available in most screens that have the filter bar, and allow users to choose on a record by record basis what records are displayed to them, allowing users to select just the records they are interested in, keeping it down to a manageable level


After opening the filter bar (1), select 'Following' (2) to display the followed list of records. To amend the records that are followed, click Edit (3).



'Following' can be used on: 

  • Companies
  • Opportunities
  • Lists
  • Clients
  • Assignments

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