What is it?
Bloobirds allows you use the filters to create your personalised list of companies, leads, activities and tasks to work with.
How does it work?
Click on the Lists section and choose for which category you want to create the list: companies, leads, activities, meetings or tasks.
Once in the desired category, click on Filters at the top of the page.
Add filters
For most categories, Bloobirds allows you to use filters not only of the category selected but also cross-category.
For example, if we want to create a list for the Lead category, we can do it with by filtering the fields within the same category +Lead.
And we can also filter by fields within the company category on the +Company from lead.
Within each category, filters are clustered under their corresponding Field group.
Type of filters
Text
If the field you want to filter by contains text, select any of:
- Contains: the characters are part of the full text
- Contains exactly: the text matches exactly the characters
- It's not empty: the field has any value
- It's empty: the field has no value
Picklist
If the field you want to filter is a picklist, select any of:
- It's any of: it is the value you select from a range of possible options
- It's not: a value different from your selection
- It's empty: the field contains no value
- It's not empty: the field contains any value
Number
If the field you want to filter is a number, select any of:
- Is greater than: number is higher than the one typed
- Is less than: number is smaller than the one typed
- Is greater or equal than: number is higher or equal than the one typed
- Is less or equal than: number is lower or equal than the one typed
- Between: number is in between the numbers typed
- Contains exactly: number matches exactly the one typed
- It's not empty: any number
- It's empty: has no value
Phone number
If the field you want to filter by contains a phone number, select any of:
- Contains: the numbers typed are part the full number
- Contains exactly: the phone number matches exactly the one introduced
- It's not empty: the field has any value
- It's empty: the field has no value
Find out more about the type of filters and how to use them on this article.
Apply filters
All filters created will be displayed on the section Filters already added.
If you want to delete a filter that you already created, just click on the cross next to it. And then click on CONFIRM to shave the changes.
You will how see the list you just created applying the filters selected and you can save it to have it available in the future.
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