How to Create Filters in Insightly

Quick summary

Insightly CRM lets you create custom filters on any module by building a new list view and adding filter rows with specific field conditions. Once saved, these filtered views are available for future use, making it faster to segment and manage your CRM records.

Steps

1. Go to your desired module in Insightly.
2. Create a new list and click on the gear icon.
3. Select 'Add New List View' from the menu.
4. Enter a name for your list and click 'Save List View'.
5. Open the filtering menu to narrow down your organization list.
6. Click 'Add a Filter Row' to create a new filter and segment organizations by specific criteria.
7. Choose which organization field you want to filter by.
8. Modify the condition type to refine how your filter works.
9. Select the exact match condition for precise filtering results.
10. Finalize your city selection to apply the location filter.
11. The filter will now appear in your saved filters or view list for future use.