Search usability / filtering in the PX Engagements list page

A customer from Sales Manago reached out with a valuable suggestion to enhance our engagement filtering capabilities.

The idea is to allow users to filter engagements by a searched phrase and add additional filters from the list. This improvement aims to streamline the user experience, especially when managing changes across multiple engagements within a campaign or series.

Implementing this feature would give users more efficient control over their engagements, enabling quick location and modification of relevant engagements, thereby enhancing workflow and productivity.

Here’s the video explanation of the same: https://share.zight.com/YEuJ2dY1