Filtering your data

There are multiple ways to filter your CRM to pull reports on your contacts and pipelines. Learn more about the available filtering options here:

• Filter your CRM list by a specific field to pull lists of contacts that share something in common, like a zip code or contacts with upcoming tasks. Learn how to filter by your custom contact fields here.
• Filter your pipeline report to view all entries in a particular status, like all of your current prospects or sales won. Learn how to filter by pipeline status here.
• Filter your pipeline report to view all entries with a specific field entry, like leads from a certain source or leads that closed last month. Learn how to filter by pipeline custom field here.
• Adding filters you want to save for easier access? Learn how to save a view here.