The Filter by List View feature lets you build custom views of your data, whether you are working with Customers, Leads, or Projects. Instead of scrolling through everything, you can filter by fields like Assigned To, State, or any other key info that matters to your team.
You can also choose who gets to see each list, making it easy to tailor views for different roles (e.g., Admin, Sales Manager, Design Manager).
Follow the steps below to create a new list with filters and quickly access the data you need.
Step 1: Go to the main menu and click on “Customers.”
You can follow the same steps for “Leads” and "Projects" too.
Step 2: Click on the “three dots” next to the “New Customer” button.
On the leads page, you can find the three dots next to the “Add Lead” button.
Step 3: Click on the “Create a New List View” option.
Step 4: Give your list a name, set a default role (who will primarily use this list), and choose the roles that can access this list.
Step 5: This step is where you define what kind of data you want to include in your new list. You are basically telling the system to show you only the customers that meet these conditions.
Add details, such as:
+ Add Filters: This lets you add multiple filtering conditions. In your example, two filters have already been added: 1) Assigned To = XYZ Organization and 2) State = California
Filter By: This dropdown lets you pick a field you want to filter on. For examples: “Assigned To”, “State”, “Customer Type”, etc.
Select Value: Once you choose a filter field, you then select a specific value for that field.
For instance: Assigned To → You selected “XYZ Organization”, while State → You selected “California”Trash Icon: Click this to remove any filter you no longer want.
Once you have configured all your filters, click “Save” to create your custom list.
It means with this list, you will only show customers assigned to the specific organization and located in California, helping you quickly find relevant records without digging through the full list.
Step 6: You can choose multiple filters to apply to the list view using the “Add Filter” option.
Step 7: You can also choose between AND and OR logics to apply to these filters.
Step 8: Click “Save” on the top of the page to finalize the changes.
Step 9: To view your list, use the “Filter by List View” dropdown. The data will update to show only the results that match your selected filters.