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:
- Status
- Tag
- Job title
- Star
- Owner
- Organization
- Lead source
- Date created
- Database utilities:
- Duplicates
- Last activity
- Actions:
- Assigned to
- Next Action date
- Next Action text
- Closed sales cycle date
- Closing comment text
- Deals:
- Expected close date
- Date closed
- Status (Won/Lost/Pending)
- Deal owner
- Deal name
- Deal value (total)
- Deal created
- Commission
- Cost
- Margin
- Custom fields
- Calls:
- Call results
- Call date
- Contact address:
- Address
- Zip
- City
- State
- City
- Organization address:
- Address
- Zip
- City
- State
- Country
- Contact custom fields
- Organization custom fields
Create a filter
To create a filter click on Filters > Add filter in the left column (see A).
- In the Filter pop-up:
- Select all or any option from Where contacts match of the following… (see B).
- Define filter criteria (see C).
- Click Add another filter line to combine multiple criteria (see D).
- To save this filter, enter filter's name in the blank field of Save filter? (see E).
- Click Run to generate the results.
NOTE
- 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 (see F).
- 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.