Faster Sub-Account Management: Instantly See and Adjust Filters in SalesEdge.io

Managing your sub-accounts just became a whole lot easier with our latest SalesEdge.io update. We've streamlined the filtering experience to help you focus on what matters — growing and supporting your business.

• Instant Clarity: Now, when you apply filters to your sub-account list, you’ll see a clear visual indicator showing exactly which filters are active. No more guessing what’s been applied.

• Quick Adjustments: Need to change or remove a filter? You can do it with a single click, giving you full control without the extra steps.

• At-a-Glance Insights: A preview of your current filter criteria helps you immediately understand how your results are being shaped — no need to dig around.

This update is designed to save you time and reduce friction when managing sub-accounts so you can stay focused on delivering value to your clients.

For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.