Filters
Where can I use filters?
On your leads, list stacking records, and contacts including agents, buyers, sellers, vendors, and companies. ▶ Create and Save Custom Filters — 0:00
Do I have to save a filter to use it?
No. Apply it without saving, or save it as a template to reuse. ▶ Create and Save Custom Filters — 1:29
My filter won't save. What am I missing?
Both a filter name and a description are required. ▶ Create and Save Custom Filters — 2:46
Can I share a filter with my team?
Yes. Under Access and Save Location, click Manage to share access. ▶ Create and Save Custom Filters — 3:04
My filter returned no results.
Your conditions may be too narrow. Click Filter Applied to widen them. ▶ Create and Save Custom Filters — 2:01
How do I clear a filter?
Click the small X next to the filter name. This does not delete your saved template. ▶ Create and Save Custom Filters — 3:50
What can I do with a saved filter?
Click the three dots to run, view, duplicate, edit, or delete it. ▶ Create and Save Custom Filters — 4:02
Can I put my filters into folders?
Yes. Click Manage Filter in the upper-right corner, create a folder, and click Move Filters. ▶ Create and Save Custom Filters — 4:20