Your working lists differ depending on whether you are in Leads, Contacts, or Deals. You cannot filter through all of your smart lists in one place, you must find your smart list for that specific section.

When you filter you cannot add information to a Leads smart list from your Contacts or Deals smart lists. You can define and apply filters in the Index and Table views of the Leads and Contacts pages, and the Stage, Board, and Table views on the Deals page (seeUsing views in Sell).

You can switch between views in the top right corner of the screen.

To create a list filter

1. On the Sell sidebar, clickLeads(),Contacts(), orDeals().
2. In the top right corner of the screen, click the view you want to use.
   For leads and contacts, click eitherIndex view(), orTable view.

   

   For deals, clickStage view(),Board view(), orTable view().

   

3. Next to the view choices, click+Field.
4. In the drop-down list, click the field you want to add as a filter. Any custom fields that you have already created will also be displayed in the dropdown list.

   The field you selected is added to theFilters面板。

5. ClickFilter() next to the name of the newly added filter field to expand it, then select the field options you want to use as a list filter. Your list will be immediately updated to reflect what you’ve selected.

   

You can add multiple filters and also select multiple options from those filters to fine tune your list.

To save your filtered working list

When you define and apply a filter in the Index view for leads and contacts, or the Stage view for deals, this filter is also applied to the Table view. For example, if you create a filtered list for leads (in Index view) to only show new leads added in the last month, and then switch to Table view, you will see that the filter has been applied to this view too.

When you apply filters to a list and then save it as a smart list, that smart list is always available to you in the Working Center (seeUsing the Working Center to view and manage your smart lists).

As you define and apply filters to your working lists, you can clear all of the default filters, to display all your own curated data (for example, all of your leads rather than just a subset of them).

To remove a list filter

1. On the Sell sidebar, clickLeads(),Contacts(), orDeals().
   1. For leads and contacts, clickIndex view(), , orTable view.
   2. For deals, clickStage view(),Board view(), orTable view().
2. At the top of theFilterspanel, clickClear All.