Applying Filters

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. 

Note: Once you hit SAVE FILTER it will present you additional options, like setting the filter as your default, or, if you are an admin, making it a public filter. 

Note: For admins making public filters, you can select the "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.

Unhiding / hiding columns and applying filters

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 (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.