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2. Working any SWOT list

Every SWOT page is a table with the same tools:

  • Search — the box at the top right filters every column as you type.
  • Sort — click a column heading; click again to reverse.
  • Show — how many rows per page; page through with the controls at the foot.
  • Excel — export the list, as sorted and searched, to a spreadsheet.
A SWOT list page showing the rows-per-page selector and Excel button above the table, a search box at the top right, sortable column headings and paging controls at the foot.
The tools on every SWOT list. Sort by value before exporting, so the call list starts with what matters most.
For a single customer or product

These pages list the whole business. For one account before a call, add the Customer SWOT or Product SWOT widget to your dashboard instead — see the Dashboard walk-through.