How to add/edit/remove Filters?
Filters is a powerful tool to divide your contacts and get an uncluttered focus when working on sales for a specific group.
- Create a filter
- Edit saved filter
- Delete saved filter
In OnePageCRM you can filter by combination of multiple options:
- Lead source
- Date created
- Assigned to
- Next Action date
- Next Action text
- Closed cycle date
- Closing comment text
- Expected close date
- Date closed
- Status (Won/Lost/Pending)
- Deal owner
- Deal name
- Deal value (total)
- Address (Street, Zip, City, State, Country)
- Custom fields
Create a filter
To create a filter click on Filters > Run filter in the left column.
- In the Filter pop-up, define your search criteria: select all or any option from Where contacts match of the following… to get results with all or any matching filter conditions.
- Define filter criteria.
- Click Add another filter line to combine multiple criteria.
- To save this filter, enter filter's name in the blank field of Save filter?
- Click Run to generate the results.
- Live update of available contacts in this filters is shown in top right corner of the Filter pop-up.
Edit saved filter
To edit a saved filter:
- Click the Filters in the left column menu.
- Hover on the saved filter and click on the downward arrow on the right.
- Select Edit from the drop-down menu.
- In the Edit saved filter pop-up, apply your changes.
- Click Save & Run to save the changes.
Delete saved filter
To delete a saved filter:
- Click the Filters in the left column menu
- Hover on the saved filter and click on the downward arrow on the right
- Click Delete from the drop-down menu
- To proceed click OK in the Are you sure you want to delete? pop-up window.