I want to be able to search contacts and filter by mortgage rate over X say 4.5% and a closing date between X&Y. There is not a way to do this. These fields need to be added so they can be filtered.
You can create custom contact fields to track and search for information that is important to you! I added an online help article below that shows you how to create your own custom contact fields.
Hello Lions,
You can create custom contact fields to track and search for information that is important to you! I added an online help article below that shows you how to create your own custom contact fields.
https://liondeskv2.zendesk.com/hc/en-us/articles/360037774812-How-to-Create-Custom-Contact-Fields-
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