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hello vipers let's talk about filter

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views

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so filter views are an easy way to pull

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up groups of most commonly contacts but

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also accounts contact lists

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tasks opportunities and more

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based on

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certain criteria

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so that might be if you want to pull up

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every contact that

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is in a particular city has certain uh

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certain tags on the contact

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or maybe you've

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reached out to them in a certain amount

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of time

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this is how you'll want to go about

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doing that and the difference between

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filter views and contact lists

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is that

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contact lists are contacts that you just

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put into a list regardless of the

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criteria at least as far as the system

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is concerned

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filter views

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are are based on that moment's criteria

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and how they match it so for instance if

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you're pulling up every contact that is

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in the state of massachusetts and then

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you change a contact to a different

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state they will automatically be removed

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from that filter view

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um so

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to to pull up a filter view

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you'll want to go to contact accounts or

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whatever it is that you're looking to

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filter

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and then you will see this filter button

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right here

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click on that

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and here's where you can apply the rules

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so uh so for instance

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let's uh let's say first name is

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john

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okay

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and then there we go we've got one

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contact that matches that criteria

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and of course you can apply multiple

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rules here as well

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and uh also if you just hit

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letters on your key keyboard you'll be

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able to sort of search these relatively

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quickly

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okay you give it the rule

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name filter view hit ok

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and there we go so what we just did was

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we searched for every crate every

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contact that matches this particular tag

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and you can also

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apply this filter across multiple users

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contacts so if you are like an admin for

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instance and you are

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able to

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to view multiple people's contacts

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then this way you can actually pull up

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uh results from everybody who you are

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allowed to see

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and you can also share this with other

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users so if this is a useful filter for

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other people who are in your team

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hit all users right there and then other

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people in your team will be able to see

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this filter view as well

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one other thing

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is that you can start your filters as

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well and so the difference here is that

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well first of all

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uh you are able to

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bring up your filter view

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by looking right here so uh so for

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instance

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you know you start the day and you want

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to pull up that example filter view that

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was made you go right here my contacts

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is often going to be a default view or

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maybe all contacts

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then you can scroll through here

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find your filter view and pull it up

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however

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if it's uh

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it's a filter view that you want to give

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a larger presence and make easier to to

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pull up you can start

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hit refresh and

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then you will see it over here in your

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starred

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filters

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click the star again

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and you can remove it from there

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so that those are the basics about

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filters

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let us know if you have any additional

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questions we'd be happy to help