Organize your sourcing strategy by filtering your projects and saving tabs.
Filters enable users to tailor their views based on personal or team needs, ensuring that everyone can work in a way that suits them best. By saving tabs, you can easily access your saved filters, allowing users to quickly view filtered projects and saving both time and effort.
You can filter your projects by:
- Start Date
- Origin City/State
- Destination City/State
- Customer
- Equipment
- Commodity
- Max Buy
- Target Carrier Rate
- Procured Carriers
- Assigned Reps
- Stage
- Archived
- Type
How to Save Applied Filters: "Save Tabs"
1. You can start by selecting 'Filter' then click 'Add Condition'.
2. Choose your preferred filter then click 'Filter'.
3. Once you’ve applied the filter, click on 'Save View As' to rename and customize your Tab.
If you have any further questions, please contact Support@cargochief.com