Select the Filter button from your Company List View:



  • You can save filters you use most with My Saved Filter List
  • Search Filter Fields to quickly find the filter you want
  • You can apply any number of filtering criteria for Companies, Associated Contacts, Contact Activity and Associated Deals

You can add multiple filters to your search:

  • Click on the icon to change the criteria to OR
  • Brackets group your searching criteria together
  • In the example below I can search for anyone who has a "customer" company status is either located in St. Louis OR has a deal created before a specific date


  • Select Apply to pull your results and Save Filter if you wish to use this filter again in the future




Looking to filter your Contact list view? Check out this article.

Looking to filter your Deals list view? Check out this article.