Applying Filters and Using Search

To easily find information in Spiro, you can apply filters to the contacts, companies, opportunities, and Lists tabs. You can save these filters and even export data to a spreadsheet. You will also see search bars throughout Spiro where you can search for information such as companies, contacts, opportunities, custom objects and activities.

Applying Filters

Admins: Creating Public Filters

For admins making public filters, you can select the "My Records" value in the owner field to make a generic filter that anyone can use.

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 only see their records when they use the filter. This means you don't need to make a filter for each person on your team, and you can make one that will dynamically adjust depending on who uses it.

Unhiding / hiding columns and applying filters

You can change what displays in your views by changing what columns are shown and applying filters. This interactive demo will show you how it works:

Relative Dates

Relative dates are used when you want to build a filter based on a date field in Spiro, such as an opportunity close date or activity date. For example, if you want to build a filter that shows opportunities closing in the current month (e.g., November), you could build a filter that shows 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, the filter will always show you opportunities closing in the current calendar month.

Filter Opportunity Activities with Email Keywords

You can now control what emails show in the activities section of opportunities. With email keywords, you can now enter keywords that will be used to filter what emails are displayed in the opportunity activities section. Only emails with text that match the keywords entered will be displayed.

Note: This only applies to emails. It does work for both the subject and body of the emails.

Using Search

Global Search

The Global Search is the Search that is always present at the top of Spiro. It allows you to search specific fields in Contact, Company, Opportunity, and Activity records:

Contacts: First Name, Last Name, Email, Description, Phone, Mobile, External Id (used for integrations)

Companies: Company Name, Domain, Address, Country, City, State, Zip code, Phone, External Id (used for integrations)

Opportunities: Opportunity Name, Company Name, Description, External Id (used for integrations)

Activities: Subject, Call Transcription, Description, Email, and Event Bodies

The Visibility for the search could be limited to the visibility rules set by your Spiro Admin. For example, Sales Reps with limited visibility will only see results from their accounts or where they are added under teams.

The Global Search results update every time a user enters a keystroke.

List Search

When you navigate to any list view in Spiro you will see a list specific search appear. For example, when you click on Companies, the search bar for this page will be specific to company fields. Below are fields you can search by entity type:

Contacts: First Name, Last Name, Company Name, Email, Phone, Mobile, External Id (used for integrations)

Companies: Company Name, Domain, Phone, External Id (used for integrations)

Opportunities: Opportunity Name, Company Name, External Id (used for integrations)

Activities: Subject, Owner, Call Transcription, Description (including email and event bodies)

Mobile Search

When using the mobile app, you will search options at the top of each page you navigate to. You can search using the following fields by entity:

Contacts: First Name, Last Name, Email, Description, Phone, Mobile, External Id (used for integrations)

Companies: Company Name, Domain, Country, City, State, Zipcode, Phone, External Id (used for integrations)

Opportunities: Opportunity Name, Company Name, Description, External Id (used for integrations)

Activities: Subject, Call Transcription, Description (excluding email body because of size)

Spiro's mobile app will also remember recent searches you've performed and display those results automatically. This is helpful for records you search for frequently. A recent search result is designated by a little rewind arrow.

Custom List Entity Search

For custom list entities, such as quotes, invoices marketing insights etc, you can search within any text field. Custom lists are specific to your company.