Within Teamwork CRM, you can filter most
areas of your site, such as leads,
opportunities, and activities.
The filters pane can be accessed by
selecting the filter icon to the top right of
the screen. This icon will be blue when the
filters pane is open.
When a saved filter is applied,
the filter icon will update to include the
filter name. To clear a filter, select the X to the right of the filter
name.
You can choose from a few different types of
filters. Each type can be searched by filter
name using the search function at the top of
the filter pane.
Note: The filtering options
available will vary depending on the area of
the site you are viewing.
Applying a
filter
To set a filter, select the
checkbox next to the relevant
condition to reveal the corresponding
value options.
You can also filter based on any custom
fields you have created for the item type
(deal, activity, etc.) by
clicking More options at
the bottom of the filters panel.
Once you select a filter option,
the area you are viewing will update
automatically to show results matching
your selection.
Advanced filters
At the bottom of the filters panel,
you will see an additional option
to Switch to advanced filter. This
option allows you to create custom filter combinations using match
any and match all conditions for different values.
- Example: Show all activities
where the associated deal is for a
specific product type.
Any custom fields you have created
for the relevant area (leads,
products, etc.) will be included as
condition options.
Saving filters
Once at least one filter condition
has been applied to the area you are viewing,
you can click the Save button in
the bottom right to add your selection as a
saved filter for future use.
A modal will open where you will
need to set a name for your saved filter. You
can also add an optional description. At the
bottom of the modal, you can choose whether to
share the filter with other users in your
company.
The filter will be added to
the Saved filters tab of the
filters pane where you can use and manage it
at any time.
Sharing filters
When creating or editing filters,
you have the option to share the filter with
the rest of your company. By default, this
option will be unchecked.
Once a filter is shared, it will
appear in the relevant section of your site
for all other users in your company.
In certain areas of your site, the Shared
filters tab will be pre-populated with some
default filter options. These vary depending
on the area you are in, and can be edited or
deleted at any time:
- Leads
- Leads created last month / last
quarter / this month / this quarter
- Leads lost overall / this month / this
quarter
- Leads open
- Opportunities
- Opportunities created last month /
last quarter / this month / this
quarter
- Opportunities lost overall / this
month / this quarter
- Opportunities won overall / this month
/ this quarter
- Activities
- Complete
- Incomplete
- Reports > Forecast
- Open
- Won
For more information, see: Creating Custom
Filters