In the fast-paced world of business, managing leads, tasks, and complaints efficiently is crucial. With Pronnel, you have the power to organize your data exactly the way you want. One essential feature to achieve this is the "Sort By" option. In this tutorial, we'll show you how to utilize this feature to sort items based on your preferences.
To get started, open Pronnel and navigate to your list of leads, tasks, or complaints. On the top-right corner of the screen, you'll find the "Sort By" button. Click on it to begin sorting your data.
Pronnel provides several default sorting options to make your data management more convenient. You can sort your items by the following criteria:
For each of these sorting options, you have the flexibility to arrange your data in ascending or descending order. To change the order, click the arrow next to the sorting criteria. An upward-pointing arrow represents the ascending order, while a downward-pointing arrow indicates the descending orderChoose the one that suits your needs.
Pronnel allows you to sort by custom attributes you've configured for your specific process. If you have customized your workflow with unique attributes, these can be used for sorting as well.
To make your data management even more efficient, Pronnel lets you combine the "Sort By" feature with the filter options. Under the filter settings, you'll find the "Sort By" option.
This allows you to save your sorting selections and use them as quick filters later. For instance, if you frequently need to view tasks sorted by the assignee in descending order, you can save this filter for quick access.
To delve deeper into the power of filters and quick filters in Pronnel, we recommend checking out our dedicated tutorial for Quick filters. These resources will help you harness the full potential of Pronnel's data management capabilities.
In conclusion, the "Sort By" feature in Pronnel empowers you to organize your leads, tasks, and complaints in the exact order you prefer. Whether it's the default sorting options, custom attributes, or the seamless integration with filters, Pronnel provides a comprehensive solution for efficient data management. With these tools, you can stay on top of your workload and make informed decisions. Start using the "Sort By" feature today and take control of your data like never before.
You can access the "Sort By" feature in Pronnel by clicking on the "Sort By" button located on the top-right corner of the screen when viewing your leads, tasks, or complaints.
Pronnel offers default sorting options such as Title, Assignee, Buckets, Create Time, Update Time, Start Date, End Date, and Last Comments.
Yes, you can sort your data in ascending and descending orders. Click the arrow next to the sorting criteria to toggle between the options.
Yes, Pronnel allows you to sort your data based on any custom attributes you have configured for your specific process.
Under the filter options in Pronnel, you can find the "Sort By" option. This allows you to save your sorting preferences and use them as quick filters for future reference.
Filters in Pronnel allow you to narrow down your data based on specific criteria, while quick filters save your sorting selections for quick access, making data management more efficient.
Yes, you can find tutorials that provide more in-depth guidance on filters and quick filters in Pronnel.
The "Sort By" feature in Pronnel empowers you to organize and prioritize your data, helping you make informed decisions and stay on top of your workload.
Yes, you can save multiple sorting configurations as quick filters, allowing you to switch between different sorting preferences for various tasks.