On your leads, list stacking records, and contacts including agents, buyers, sellers, vendors, and companies. ▶ Create and Save Custom Filters — 0:00

No. Apply it without saving, or save it as a template to reuse. ▶ Create and Save Custom Filters — 1:29

Both a filter name and a description are required. ▶ Create and Save Custom Filters — 2:46

Yes. Under Access and Save Location, click Manage to share access. ▶ Create and Save Custom Filters — 3:04

Your conditions may be too narrow. Click Filter Applied to widen them. ▶ Create and Save Custom Filters — 2:01

Click the small X next to the filter name. This does not delete your saved template. ▶ Create and Save Custom Filters — 3:50

Click the three dots to run, view, duplicate, edit, or delete it. ▶ Create and Save Custom Filters — 4:02

Yes. Click Manage Filter in the upper-right corner, create a folder, and click Move Filters. ▶ Create and Save Custom Filters — 4:20

Click Edit Filter on that filter, click Save Location, choose the folder, then click Update and Apply. Use Manage Filter → Move Filters when you are moving several at once; use Edit Filter when it is just the one. ▶ Move a Saved Filter to a Folder — 0:11

There is no drag-and-drop and no right-click menu on the filter itself. Moving happens through Save Location, either inside Edit Filter for one filter or through Manage Filter for several. ▶ Move a Saved Filter to a Folder — 0:11