Applying Filters (Contacts, Companies, Opps, Lists)

Apply filters to the Contacts, Companies, Opportunities, and Lists tabs in Spiro to find the information you are looking for. You can save filters and even export data to a spreadsheet. 

1. Navigate to your companies, contacts, opportunities, or list tab

2. Choose Filter > Create New Filter (at the bottom)
3. Pick the field you would like to filter by and apply your filter. You can use multiple filters with "And" and "Or" statements. In this case, let's build a filter that will let me see Opportunities owned by Johnny OR Mookie that are in the Prospecting OR Qualifying.

4. Once you've finished building your filter, you have two options. You can SHOW RESULTS which will simply display the results of the filter without saving it. This is helpful if you want to go back and forth to the filter to continue to make edits.

You can also hit SAVE FILTER which will present you additional options, like setting the filter as your default, or, if you are an admin, making it a public filter.

6. When you apply a filter, you can see it show up at the top of the list, making it super clear which data you are looking at. You can clear a filter by clicking the (x).

7. To edit your filter, open up the filters drawer again, and select your filter and click the pencil icon. To delete your filter, hit the trash can icon.
Note: For admins making public filters, you can select "My Records" value in the owner field to make a generic filter that can be used by anyone. For example, if you create a public filter for opportunities called "My Opportunities" and use the "My Records" value, no matter who selects that filter, they will always see their records. This means you don't need to make a filter for each person on your team, you can make one that will dynamically adjust depending on who uses it

Relative Dates

Relative dates are used when you want to build a filter based on a date field in Spiro, such as opportunity close date, or activity date. For example, if you want to build a filter that shows opportunities closing in the current month (ie. November), you could of course build a filter showing opportunities closing between November 1 and November 30. But you'd have to build that filter all over again in December. So instead, you can use a value like "This Month" so that regardless of the month you're in, that filter will always show you opportunities closing in the current month.