Get the most out of filters

Overview

When you have a lot of data in Spiro, filters are a great way for you to find exactly what you're looking for. You can build filters on any kind of record in Spiro. For example, you might want to have a filter for your reminders that shows you only your overdue reminders. Or you might want to build a filter for your opportunities that are closing soon. This interactive product tour will show you how to build and manage your filters.