How do I quickly filter by Stage, Segment, or Tag?

With quick filters, you can filter by Stages, Segments, and Tags to narrow your results based on what you select. Quick filters work as an “OR” within each category.

For example, if you select Warm and Hot stages, Buyer and Seller segments, and the #sphere-of-influence tag, your results will include (Warm OR Hot) AND (Buyer OR Seller) AND tagged with (#sphere-of-influence).

Expand any of the Quick Filter menus in the sidebar and tap on the checkmarks to make a selection.

You can also tap on the funnel icon to filter the view with Quick Filters.

1. Stage
2. Tap on the + next to Segment
3. Select the Segment
4. Tag

Stage:

Segment:

Tag:

You may enter one or more tags to filter the audience. 

By adding tags the results returned will include people that have all of the tags. For example, if you add #sphere-of-influence and #past-client, only people with both of these tags are returned. 

Tip: Any filtered view can be saved as an Audience