Grow Customer Filters

Easily filter Customers by time or opportunity so you can focus your efforts.

Filters section: This allows you to filter your customers by:

  1. All - View all without any filters applied.

  2. In Overdraft - Customers who have "overused" their licenses and are in overdraft mode

  3. New - Subscriptions that appeared in the Grow module in the last 7 days

  4. Entering Renewal - Subscriptions expiring within the next 90 days.

  5. Upcoming Renewal - Subscriptions expiring within the next 30 days.

  6. Live - they were in the app in the last 0-8 hours. These are Customers with "live" indicators

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