Select the Filter button from your Company List View:

  • You can save filters you use most with My Saved Filter List
  • Search Filter Fields to quickly find the filter you want
  • You can apply any number of filtering criteria for Companies, Associated Contacts, Contact Activity and Associated Deals

You can add multiple filters to your search:

  • Click on the & icon to change the criteria to OR
  • Brackets group your searching criteria together
  • In the example below I can search for anyone who has a "customer" company status & is either located in St. Louis OR has a deal created before a specific date
  • Select Apply to pull your results and Save Filter if you wish to use this filter again in the future

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