What are the filters? What can I use them for?

You can list cards according to specific criteria by using MiniCRM filters.

You can

• Send mass emails
• Create ad hoc lists
• Create unique reports
• Launch follow-up sequences
• Export data

What kind of filters can be used?

• Built-in filters: You can list cards based on status or card owner.
• Unique filters:  You can list cards based on criteria you defined.
• Today view: MiniCRM lists all cards on which you have an overdue task or a task due today.