You can use the built-in filters to create customized reports, mailing lists, email lists, call lists, and more, to ensure that you're operating your business at maximum efficiency!
One of the best things about Nutshell is how easy it is to work with all the information you're collecting on your customers, contacts, or prospects. Use Nutshell filters to segment information and pinpoint a specific group you want to work with.
If you are frequently working with a similar group of contacts, you can save your list filters to come back to the same view again and again. Sharing filtered lists with colleagues also makes it easy to collaborate and keep your team on the same page.
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How to add filters
Filters are based on the information you've added to your companies, people, and leads in Nutshell, whether you've been making updates as you go or imported information all at once.
Navigate to the Companies, People, or Leads list section, then:
- Click the filter icon to open the filtering options
- Click a checkbox to select what you’d like to filter by, and specify the parameters of your filter
- Add as many filters as you’d like
- Once finished, you may close the filter options by clicking the filter icon again
- The most common filters for companies, people, and leads are shown in their own dropdowns:
- On the Companies list: Company type
- On the People list: Assigned to
- On the Leads list: Assignee, Status, and Pipeline
Types of filters
Filter by people or companies with no address or in a specific location (country, state/province, city, postal code, or area code). Clicking the Map filter will automatically open the map view and apply a filter of the area shown on the map.
You'll see that you can also filter by a radius in miles or kilometers around a specific location. This is really helpful if you plan to visit some customers while on the road, or are looking at implementing sales territories for the first time.
Some filters, such as Tags, Industries, Assigned to, and more, can be applied more than once to the same list (for example, filtering down by multiple tags). These filters allow you to toggle between “And” and “Or” options. The And option shows only people, companies, or leads that have all of the defined values, while the Or option shows people with any of the defined values.
Using blank options on filters such as phone number, address, and email address can help to fill in missing information, or remove useless data that distracts your team from focusing on real opportunities.
Negative filtering, using the "Is not" or "Does not contain" functions, will show only people, companies, or leads that do not have a specific value.
For example, a negative filter can be used to exclude people from a list with a tag of "Do not email". This will give you a list of all the people without that tag.
Save and share your filters
Once you've built out a list of companies, people, and leads using filters that are important to understanding your customers, sales, or your business as a whole, you probably want to save this view so you can come back to it again and again. With Nutshell, you can save the set of filters and make the saved list available to your teammates.
Keep in mind that your list will continuously update as the information in your account changes. Companies, people, or leads may be added or removed from your filters as you and your team make changes to the information. To save an exact copy of a list, we recommend exporting it and saving it to your computer.
After you've set up the view you want (adding and re-ordering columns, sorting, and adding filters), click the Save list button in the upper right corner. You can give your list a name, and decide if you'd like your team members to be able to view the list.
When you want to view a saved list, you can find it quickly at the top in the drop-down menu. If you want to change any of your saved lists from private to shared, click 'Share' and you can choose to share your list with everyone in Nutshell, or specific individuals in Nutshell.
Will my filtered list view save if I close my browser?
While Nutshell will always save your most recent view (unless you clear your browser cache and cookies), we recommend saving the list if you plan to use it again. You can return to saved lists even from other computers, or if you log out and log back into Nutshell.
These filters are so powerful! How else can I use them to understand my business?
The same awesome filtering capabilities are available in Nutshell reports!