NOVACRM

To filter deals by purpose: 1. Go to the Deals tab 2. Select List View

3. Click "Filter" in the top right corner

6. Select from purpose options (Purchase, Refinance, Second Mortgage, Commercial Purchase, Commercial Refinance, HELOC, Pre-Approval)

For any questions, you can reach out to us at <a href="mailto:support@novacrm.ai" rel="nofollow noopener noreferrer" target="_blank">support@novacrm.ai</a> or call us at our support toll-free number +1 844 644 0023.

How to filter deals by purpose in Deals tab?

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