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 Contact 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 Contact list to see just contacts or companies. Learn how to filter by record type 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.
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