Filtering

The more records you have stored inside of ProsperWorks, the more important it will be that you are able to organize them into a format that make them accessible!

One of the most useful features in the ProsperWorks is custom filtering. On any entity, whether it be Leads, Opportunities, People, Companies, or Projects, you can create custom, multi-faceted filters that let you create a specific list for exporting that you can save and come back to any time.

 

Custom filters are the key to being able to do this.  To find your filters, look for the icon below when you are viewing a list of records:

You can filter by each record type (Leads, People, Companies, etc), and you can filter for any field, except for text field, text area, or URL fields.

You can also filter for any/all/none for multi-select fields and tags!

For example, if you want to only view People records that are marked as Potential Customers, you can click on your filter, choose Contact Type, and mark Potential Customer.

 

 

You can then save this filter if you want to refer back to it later.

This allows you to create a number of different saved views that you access whenever you need.  It’s a great way to stay organized and on top of the records you need to follow up with!

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