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Filters control which records appear in a View. Instead of scrolling through everything, you describe the slice you care about (“Status is Active”, “Owner is me”, “Created this quarter”) and the View shows only the matching records. Filters update live, so the View always reflects your current data.

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Simple filters

Most filtering is done from the filter pill bar at the top of a View. Click Add filter, choose a property, pick an operation, and enter a value:
1

Choose a property

Pick any property on the View’s object: a status, a date, an owner, a number, and so on.
2

Pick an operation

The available operations depend on the property type. Text supports contains and is; numbers and dates support greater than / less than; select and status support is / is not; and any property supports is empty / is not empty.
3

Set a value

Enter or select the value to match against. The View updates immediately.
Add several filters and they combine. A record must match all of them to appear.

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Filter by list

Under Lists in the filter picker, In list keeps the records that are in a list of the same object, and is none of keeps the ones that are not. Pick one list or several; a record in any of them counts. The list is read every time the View loads, so a smart list stays current: a company that becomes a live customer appears in a View filtered on “In list: Live customers” without anyone editing the View. Use it to build on a segment you already defined instead of copying its conditions, for example “In list: Live customers” plus “Region is EMEA”. If the list filters on a property you are not allowed to see, that condition is skipped for you, exactly as it is when you open the list itself.

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Complex filters

When a simple pill bar isn’t enough, the advanced filter builder lets you combine conditions with AND and OR and nest groups of conditions together. Use it for questions like “deals that are open and (high value or closing this month)”. The advanced builder is available on Views that are anchored to an object.

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Filters vs. sorting and grouping

Filters decide which records show. To change the order, use sorting; to cluster records into buckets, use grouping. The three work together: for example, filter to active deals, group by stage, and sort each group by close date.

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Filters at different levels

  • View filters apply to everyone who opens the View and are saved with it.
  • Component filters narrow a single tile within a View without changing the View itself. See Component Filters.

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See also

Views Overview

Saved Views

Component Filters