Setting up and using filters

Overview

Filters are available across Spiro in any list views and allow you to set specific criteria to find data you are looking for. For example, you might want to create a filter to show reminders that are overdue or  a filter for your opportunities that you are expecting to close this quarter. Filters can be saved so you can easily access again and even shared across your team by choosing "Set as public". 

This interactive product tour will show you how to build and manage your filters.