Guide

1. Navigate to the type of item you wish to apply a filter on. This includes deals, leads, contacts, etc.

2. On the top right, click on the button with a small filter icon or your username.

3. Go to the Filters tab.

4. You will find a few premade filters to use, or you can choose to create a new filter by clicking on + Add new filter.

5. A new window will open allowing you to configure your filter with conditions.

6. There are two main types of conditions to apply in filters. The first is ALL, where all conditions must be present in the items.

7. The second type is ANY, where at least one condition must match.

8. Configure your filter and click on Save.

9. Your new filter will be applied and saved for future use.