Editing Accounts Overview (section)

=== Filtering Accounts ===
To filter accounts based on specific criteria:
# Click on '''Contacts''' in the left menu.
# Click the '''Accounts''' option.
# Click the '''Add a filter''' button.
# Choose a field group name.
# Select the field by which you want to filter.
# Choose the operator you wish to use.
# Enter the field value that you will be using in the search.
# Click the '''Apply''' button.

The Accounts Overview page will reload and display a list of accounts that meet your specified criteria.

==== Narrowing Your Results with Multiple Filters ====
You can apply multiple filters to further narrow down your results:
# Follow the above steps for filtering. After viewing your results, click the '''Add a filter''' button again and repeat the filtering steps.
# Continue to add filters until you have refined to the desired view.

==== Removing a Filter ====
To broaden your results by removing a filter:
# Click the '''X''' next to the filter you wish to remove.