How to Create a Saved Filter Set
Creating a Saved Filter from your contacts page which will be used to automatically queue your calls using the Power Dialer. To create a custom saved filter, on the CONTACTS tab hit the filter icon near the contact search bar.
There are 2 filter types, Classic and Advanced but only the Advanced Filter is where you can save your search. Click on "Use Advanced Filters" if you see the below Classic Filter side bar.
From the Advanced Filters, you can find the exact contacts easily based on a variety of contact fields and status tags. The Advanced Filter Search allows you to segment contacts based on specific criteria such as geographic location, industry, or purchase history. Each rule has 3 parts and can be chained together using AND/OR conditions.
The below example shows that we to filter for any contacts with the Contact Status of "🔥 Hot Leads". It also has an AND condition where it is also requiring that the contacts source to be "Realtor Referral". So the AND in this requires both tag and source to be true. If OR was used contacts shown would only require meeting one of the conditions.
Advanced Filter Search
A) This part of the rule uses "Includes" and "Excludes" and are terms used to specify the criteria for filtering your contacts data.
Includes refers to the criteria that must be met for a contact to be included in the search results. For instance, if you are searching for mortgage borrowers that have a specific credit score, the filter will only display those contacts that match the specified score.
Excludes refers to the criteria that must be excluded for contacts to appear in the search results. For example, you may want to exclude any contacts that have already been pre-approved for a mortgage, so you can focus on those who have not yet completed the process.
B) This list contains all of the contact fields, including status tags.
C) Different criteria will be used here depending on the type of field.
-Date fields will include a range for start and end dates.
-Number fields will use a low and high range option
-String Fields will look for any data that matches the text entered in the filter search. This means that if you search for "John Smith", the filter will pull up all records that start with "John Smith", "John Smith II", "John Smith Jr.", etc.
There are 2 logical operators AND and OR.
The AND operator is used to connect two or more conditions, and both conditions must be True in order for the entire statement to be true. Fore example, if a lender is looking for borrowers who have both a credit score above 700 and a debt-to-income ratio below 40%, they would use the "AND" operator to connect those two conditions. This will refine the search results to only show contacts that meet both criteria.
The OR operator, on the other hand, is used to connect two or more conditions where at least one of them must be true for a contact to be included in the search results. For example, if a mortgage lender is looking for borrowers who either have a credit score above 700 or have a down payment of at least 10%, they would use the "OR" operation to connect these two conditions. This will refine the search results to show contacts that meet either one of those criteria.
Chain together as many AND/OR rules to help narrow down the results you are looking for. Once the filter is pulling the results you intend, click the SAVE button at the top of the Advanced Filter Search window. Simply provide your Filter a Name and click SAVE. Additionally you can make it the default search filter for yourself or you can allow all users under your account to share access to this list.
All of your saved filter sets will be found in the drop down, once selected click the green RUN button to display the filtered results.