Select the Filter button from the list view



  • You can save filters that you use most with the My Saved Filter List
  • Search the filter fields to make your selections
  • You can apply any number of filtering criteria for Deals, Associated Contacts, Contact Activity, and Associated Companies 


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You are able to apply multiple filters to your search: 


  • Click on the & icon to change the criteria to OR
  • brackets group your searching criteria together
  • In the below example I am filtering my list for deals with an estimated close date after 11/9/16 AND is either on 'Lead General Nurture Campaign' OR is located in Missouri

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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 Company list view? Check out this article.