How do you display the top bar ?
1 Answer
Answer: Click the "sliders" button near the top right corner of the page.
Explanation:
The "sliders" button (🛠icon with horizontal sliders) is located near the top right corner of most views.
Clicking this button displays the top bar, which includes:
Filters – to show specific records (e.g., only your tasks, only confirmed sales orders)
Group By – to group data (e.g., by stage, by salesperson)
Favorites – to save and reuse custom search filters