Click to view the search, tagging, and filtering video.
Topics covered in this video:
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Searching by Keyword, Deal phase, and Party
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Creating and applying "tags" for your deals
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Creating a saved filter (saved search criteria)
*We recently added the ability to search by Teams. It's not shown in this video but
you can learn about it here.
Looking to turn your filtered search into actionable data insights? Take the next step and create a dashboard report to visualize and share your contract data!
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