List View

In Felix, the List View is a very powerful administrative and reporting tool, you’re able to access a List View of your Deals, Customers, Tasks and Policies. The List View works like a spreadsheet within Felix, it allows you to generate filtered reports based off the information in your account.

The List View makes it effortless to keep your ever-growing database up-to-date and effective, keeping your sales process on track.

You’re able to access the various List View pages as follows:

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