To more 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. This interactive product demo shows you how to work with filters.
Note: Once you hit "Save Filter," Spiro will present you additional options, such as 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 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 always see their records. 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 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.