Adding multiple 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.

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.

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