Filtering allows you to narrow down a list of records (leads, people, companies, opportunities, projects or tasks) based on criteria you choose. You can then save or export this filtered list.
In this article, we'll tackle the following
If you want to narrow down a long list of records (leads, people, companies, opportunties, projects or tasks), you can filter the list by the value of a default or custom field. You can then save this list to come back to it during your daily workflow, or you can export it for more meaningful reporting.
Filtering is different from searching because the end-goal of filtering shows you a list of records meeting the criteria you've specified, whereas search typically helps you find a single, targeted record.
You'll see a master filter in the upper right corner of any records list. This will populate a list of fields you can filter for at the right-hand side of the page:
You'll also see individual column filters to narrow down the scope:
You can filter by each record type (leads, people, companies, etc.), and you can filter for any field, except for text field, text area, or URL fields.
You can also filter for any/all/none for multi-select fields and tags.
For example, if you want to only view People records that are marked as Potential Customers, you can click on your filter, choose 'Contact Type', and mark 'Potential Customer'.
You can then save this filter if you want to refer back to it later. Check out the screencast and/or instructions below to learn how to save a custom filter:
To create and save a custom filter set:
- Sign into your Copper Account and click the record type (leads, people, companies, opportunities) you want to filter from the left-hand navigation menu.
- Click the filter icon in the upper right of the list page.
- Select the fields you want to filter for.
- Click the blue 'Save Filter Set' button at the bottom of the filter list to save this custom filter.
This allows you to create a number of different saved views that you access whenever you need. You can even turn one of your saved filtered lists into your default list for that record page. To do so, just click the drop-down in the upper right of the records page to access your saved filtered lists and click the star next to the one you want to make your default:
It’s a great way to stay organized and on top of the records you need to follow up with.
You can then download this list by clicking the three dots:
And then print the filtered list:
Still have questions?
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