You can filter your account list to quickly find the accounts you're looking for, filtering the list of accounts to:

  • Accounts created by specific members of your team.

  • Accounts with specific tags.

  • Accounts in specific stages.

  • Accounts with exact or partial matches for fields, including custom fields.

If there is a filter you use regularly, you can save it as a View to make things easier.

Tip: Active filters are shown above the account list. You can click the x next to any filter to remove it.

Filter your account list

  1. In the Accounts screen, click Filters & Views.

  2. Click the property you want to filter by.

  3. Select or type the value you're looking for. You can add multiple values by separating them with a comma.

  4. Click Done.

Repeat for any additional properties you want to filter by.

Create a view

  1. In the Accounts screen, click Filters & Views.

  2. Create the filters you want to use in your view.

  3. Scroll to the bottom and click Save as View.

  4. Type a name for the view in the popup.

  5. Click Save.

Filter accounts with a view

  1. In the Accounts screen, click Filters & Views.

  2. Click Select View.

  3. Click the view you want to filter by.

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