Configuring Advanced Filters for the Providers List

Use Advanced Filters to obtain a list of providers that meet specific criteria. You can filter by their account activity, Embedded Access Apps, Campaign Activity, and CRM Integrations.

1. Navigate to Partner Management > Providers.
2. Click Advanced Filters.

3. [Optional] Click on Partners to filter the list to one or more partners.

   

4. Select the options under each filter category to retrieve the information that meets your criteria:
   • Yes = Show me the partners that have this
   • No = Show me the partners that do not have this
   • Ignore = Do not include this in the filter
5. [Optional] Click Reset to clear the Advanced Filter.
6. Click Save.