Freshsales offers filters that make searching accounts easy. You can use various fields to create a filter that refines the accounts granularly. You can then sort that refined list by their deal value, the time when they were created, updated and last contacted.
You can drill down further and refine these default views or create new ones from scratch.
You can also add, edit, delete, save and use as many filters as you like.
Use various fields to create a filter to view the records you want.
Add, save and use as many filters as you like by changing filter criteria.
Then sort that refined list by their contact status and when they were created, updated and last contacted.
To use filters,
From the accounts, list view page, click the ‘+’ symbol under Filter accounts by section on the right.
Use the search box to select the desired field.
Once the field is added, choose the field’s values that you want to filter by.
For ex: If you’d like to use the filter Owner, choose it from the drop-down. An Owner field is added below the search box. Click the box that says ‘Choose values’ to input the list of Owners by whom you want to filter.
The list of accounts changes instantly each time the fields under the filters are modified or added.
You can add as many filter criteria as you like by clicking the ‘+’ button.
How to save a custom view?
If you use this filtered view often, you can save it and access it quickly from the accounts view drop down to save your time and effort.
To create a new custom view,
Apply the filter fields which are to be used in the view.
Click the Save view as button present next to the Filter pane.
Name your view and set the visibility.
Learn more about saving custom views from here.
To use sort options,
Select a view from the contacts list view page. Click on the column header by which you want to sort the records.
Each click lets you toggle between ascending and descending order of sorting.
As you can add any field as a column to the list view page, you can sort by all(default + custom) fields.
You can also use filters in combination with the sort options to refine your results.
How do I discard my filter settings?1. To revert to the default filter settings, just click the Reset button present below the Filter accounts by field.
2. To remove one of the filter criteria, click Remove present next to the criterion.