How do I filter my contacts by ask or ask notes?

If you want to filter through your contacts to see certain Ask amounts and / or Ask Notes, you would need to:

1. Go to the Contacts tab in your CRM and select Add Filter.

2. Select Ask Amount and / or Ask Notes from the Filter dropdown.

3. If you select the Ask Amount filter, you can search contacts that include ask amounts less than, between, more than or no amount. 

4. If you select the Ask Notes filter, you can search contacts that include any ask notes, ask notes with specific verbiage or no ask notes.  

5. Don't forget to select Apply Filter to see your results.