We know it can be a bit tedious to load your saved presets every time you need to filter records. That’s why we’ve streamlined the process to help you get to your favorite filters faster.

With our latest update, what used to be a five-step process to filter using your custom filter presets, is now just two steps!

Whether you’re the business owner, lead manager, or cold caller, this update will help streamline your workflows.

When creating new custom filter presets, click the checkbox to add preset to quick filters.

To add your existing filter presets as a Quick Filter, from the records page, open the folder for the filter presets you want to save as a quick filter, then click the star icon next to filter.

You'll see that this filter is now pinned to the top of your records page. You can add multiple Quick Filters. Each of your team members can create their own saved Quick Filters.

Currently there is not a limit on the amount you can save. If you add past the viewable area, just click the 3 dots to access the rest of your Quick Filters:

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To remove a Quick Filter, just click the star icon again next the filter you want to remove.

If you have questions about your account or features, just click Talk to Us towards the top of your account to speak with our Support Ninjas.

Creating Custom Filter Presets

Creating Marketing Filters: Cold Calling

Creating Marketing Filters: Direct Mail
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