Filtering Actions

Use the actions filter options to focus on a specific set of actions.

You can combine these with the ACTIONS LIST view options for even greater control over what you see.

These options in the Owners filter can include members of the account plan team and any other users who own an action on the account plan.

The accounts filter includes all accounts in the account plan.

With the following filter settings applied, only actions owned by Brian Rice or Eva Rossi and associated with the Ancaster Commodities account will be listed: