Quick Filter examples

Below you'll find some examples of common quick filters. 

• Filter by Stage and Segment [video]

With a quick filter, you can set the Stages, Segments, and Tags. Quick filters  narrow the results based on each item you select. For example, if you select Hot Seller and the tag #sphere-of-influence only people with the Hot Stage AND the Seller Segment AND the tag #sphere-of-influence are returned in the results. If you only enter the tag #sphere-of-influence, only contacts with this tag are returned. 

Use the quick filter to filter the view by Stage, Segment, and Tag:

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 view. 

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: The checkmark (✓) adds a filter and the X removes a filter. 

1. ✓ - Adds a filter
2. X - Removes a filter

How do I filter by Stage and Segment?

In this example, we're using the quick filters to filter by Stage and Segment:

• Stage = Hot
• Segment = Seller

Only people with both the Hot stage and Seller segment are included in the filtered view.