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I can't see all my companies/contacts/sales projects!

Article last updated:

Hm...sounds strange.

In the Companies & Contacts, as well as the Sales Projects view, you have a couple of tools that allows you to filter the information displayed. Usually, not seeing the information you expect to find normally means you have applied a filter, selected somebody else or have a free text filter on

A couple of actions to take

First, make sure you have not selected the wrong person(s) in the quick filter, which is located in the top right corner of your screen (just below the global search)

Second, review the different options available over the pipeline. Have you selected the right process, filter, sorted by and label?

Finally, make sure there is no text in the search box (field with magnifying glass icon, located just under the quick filter.