Start a conversation

How can I filter "Notable Events" to only show updates related to existing clients within Playbooks?

Overview

You want to know how to filter out events from Notable Events that are not related to your clients. For example, you may have visited a business's Facebook page, and now you are seeing events related to Facebook such as leadership changes, even though you do not have any prospects at Facebook. You would like a way to filter out such unrelated updates, or to limit events to only those relevant to contacts or companies you have added to Playbooks.

Information

There is no such filtering option. Notable Events uses artificial intelligence to show you potentially important updates regarding prospects. Because of this, you may see events and updates that are not relevant to you. There is currently no workaround for this.

Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. Priyanka Bhotika

  2. Posted

Comments