Start by accessing your Prospect List: (2 methods)
1. Clicking "View all prospects" in the header of your Coffee Report.
Then move to the "Filter" section on the left side of the Prospect List.
- To apply a filter: click a Tag checkbox or select one of the drop-down menus.
- To remove a filter: click back into the checkbox or select "clear".
- To remove multiple filters: click the “Clear all” option next to “Filter”, which resets your Prospect List.
- For additional screen space: click the “X” next to “Filter” to collapse the “Filter” tab. To bring it back click the “Show Filters” button at the top left of your screen.
For more information see: What are Tags? - Tag definitions & when to use them