Smart filters and custom views

Filters are available on all the list views across all modules - Contacts, Companies, Activities, and Deals.

• Filter records - Contacts
• Filter records - Companies
• Filter records - Activities
• Filter records - Deals
• Remove Filters
• Custom View

Filter records - Contacts

• Go to Contacts
• Select a view from which you would like to filter records - say "All Contacts".
• Click on the funnel icon (show filters) on the action bar near the +Contact button.

• Select the filter logic - Match all filters (AND) / Match any filters (OR).
• Click on Add Filter.
• Select the Field which you want to use for filtering the contact.

• Filter logic governs how and when filters apply to your list.
  • Match all filters (AND) – filter records that match “all” defined filter conditions.
  • Match any filters (OR) – filter records that match ”anyone” of the defined filter conditions.
• Similarly, the filter logic can be applied to the same field too.
• Filter your records using Multiple Fields with applied logic.

• The filters can be applied in a combination of fields of Contact as well as Company module (For contact module).

Filter records - Companies

• Go to the Company module.
• Select a view from which you would like to filter records - say "All Companies".
• Click on the funnel icon (show filters) on the action bar near the +Company button.
• Select the filter logic - Match all filters (AND) / Match any filters (OR).
• Click on Add Filter.
• Select the Field which you want to use for filtering the company.

• Filter logic governs how and when filters apply to your list.
  • Match all filters (AND) – filter records that match “all” defined filter conditions.
  • Match any filters (OR) – filter records that match ”anyone” of the defined filter conditions.
• Similarly, the filter logic can be applied to the same field too.
• Filter your records using Multiple Fields with applied logic.

Filter records - Activities

• Go to the Activity module.
• Select a view from which you would like to filter records - say "All Open Activities".
• Click on the funnel icon (show filters) on the action bar near the +Activity button.
• Select the filter logic - Match all filters (AND) / Match any filters (OR).
• Click on Add Filter.
• Select the Field which you want to use for filtering the company.

• Filter logic governs how and when filters apply to your list.
  • Match all filters (AND) – filter records that match “all” defined filter conditions.
  • Match any filters (OR) – filter records that match ”anyone” of the defined filter conditions.
• Similarly, the filter logic can be applied to the same field too.
• Filter your records using Multiple Fields with applied logic.
• The filters on activity can be applied in a combination of fields of Activities, Contacts, Company, and Deal module.

Filter records - Deals

• Go to the Deal module.
• Select a view from which you would like to filter records - say "All Open Deals".
• Click on the funnel icon (show filters) on the action bar near the +Deal button.
• Select the filter logic - Match all filters (AND) / Match any filters (OR).
• Click on Add Filter.
• Select the Field which you want to use for filtering the company.

• Filter logic governs how and when filters apply to your list.
  • Match all filters (AND) – filter records that match “all” defined filter conditions.
  • Match any filters (OR) – filter records that match ”anyone” of the defined filter conditions.
• Similarly, the filter logic can be applied to the same field too.
• Filter your records using Multiple Fields with applied logic.
• The filter can be applied in a combination of fields of Deals, Contacts, and Company module.

Remove Filters

You can follow the below steps to remove a filter that is no longer required or want to remove a specific filter.

• Click on the funnel icon (show filters) on the action bar.
• Click on the cross mark adjacent to the Filter that is not required.

Custom View

If you use similar filtered records frequently, you can quickly create a View for future usage.

Please follow the below steps to save a view for using it later.

• Apply the required filter as per the steps shown above.
• Select "Save as View".

• Enter the name of the new view.
• You can share the view with other users of your account by checking "Share this view".
• Click on Save.

You can find customized views under My Views and your Teammates can view them under Shared views.