While working with multiple users in the same account, you might want to have a customized filtered view of the opportunities, documents or clients  basis each user. Or you may want to view a list of opportunities or documents belonging to a client in a single view. For all such instances, you can apply filters. 

FIltering opportunities: 

1. Navigate to Opportunities.

2. Click on the bulleted icon to switch to List View. To learn more about List and Kanban views, click here. 

3. Click on the ‘Add Filter’ button at the upper left corner to set up a filter basis your requirement. 

4. Click on Apply. 

5. Click on Save at the upper left corner, rename the view and click on Ok.

You may now click on the opportunity dropdown at the upper left corner to shuffle between the different views even if you switch to the Kanban view.

Filtering Documents:

1. Navigate to Documents.

2. Click on the ‘Add Filter’ button at the upper left corner to set up a filter basis your requirement. 

3. Click on Apply. 

4. Click on Save at the upper left corner, rename the view and click on Ok.

You may now click on the document dropdown at the upper left corner to shuffle between the different views.

Filtering Clients:

1. Navigate to the Clients module on the left menu. 

2. Click on the ‘Add Filter’ button at the upper left corner to set up a filter basis your requirement. 

3. Click on Apply. 

4. Click on Save at the upper left corner, rename the view and click on Ok.

You may now click on the client dropdown at the upper left corner to shuffle between the different views.