Skip to main content

Hi all,

 

I am new to Drift, and I am struggling to get the best out of it. We are divided by federal State, but I don’t see a filter option in Drift. Thus, I see many accounts and contacts that are not relevant to me. 

 

Can somebody help?

 

Thanks,

Esther 

Hi Esther 👋 Thanks for your question!

 

Fortunately, yes, you can create custom views and activity alerts right within the Drift platform. This article covers how to create and save custom filters. Additionally, here is our Prospector Quick Start Guide for Sales.

 

I understand your Drift CSM recently hosted a training session for your team but not everyone was able to attend. She’s working with your Manager to schedule a follow up. In the meantime, I hope these resources are helpful and please don’t hesitate to join our daily office hours for live assistance without the wait!


Reply