Adding multiple filters

Note: we’re in the process of making some changes to improve the CRM. Your CRM may look a bit different now, but the functionality is the same.

How to apply filters:

• Navigate to the relevant CRM page based on what type of list you’d like.
• Go to the Contact list by selecting “Contacts” in the navigation bar. Go to the pipeline report by mousing over “Reports” and selecting the appropriate pipeline name in the menu.
• Filtering options will appear on the left under the “Sort and filter” section. Note that options will vary slightly based on the page.
• Select “Assigned user” to filter to a particular user’s contacts. Note that this option will only appear if you have multiple users.
• Select “Add a filter” to filter by a specific contact field or custom contact field. The pipeline report will also include options to filter by custom pipeline field.
• Repeat the same process, using the “Add another filter” option under the “Sort and filter” section to add an additional filter.
• Accidentally added a filter? Learn how to remove a filter here.

Examples of filter combinations:

• Need to find contacts with an upcoming birthday and an email address? Filter by upcoming birthdays, and then filter for contacts with email addresses.
• Trying to find contacts turning a certain age? Filter by upcoming birthday and age.
• Want to find contacts in one city that haven’t been updated recently? Filter by city, and then filter for contacts that haven’t been updated recently.
• Looking for leads in a particular status with no planned follow ups? Filter by status in the pipeline report, and then filter for leads with no upcoming tasks.
• Checking on how successful each source is? Filter by closed status in the pipeline report, and then filter by a custom pipeline field.