How do I make a Global Filter for customers I'm assigned to?

Create your Global Filter

1. Name your Filter
2. Select your Team or other relevant criteria
3. Save the Filter

*You may create global filters using fields as well, depending on your needs*Detailed instructions on creating global filters can be found here.

Create your Virtual Accounts/Groups

1. Go to Virtual Accounts
2. Select Create Virtual Group or Accounts
3. Name your Group
4. Add your Accounts
5. Save it

*Detailed instructions on creating virtual accounts can be found here