Hello! In this guide, you’ll learn how to create, save, apply, and delete filters in the Sales Pipeline within LeadCenter.ai.
Filters help you customize how contacts are displayed, allowing you to focus on specific client groups or lead segments.

1. Creating a New Filter

To create a new filter:

1. Open the Sales Pipeline.
2. Click Add Filter at the top of the page.
3. Choose the fields and conditions you want to filter by.

You can either:

• Use a Saved Segment — selected from existing segments in the Marketing Segments Dashboard, or
• Create a One-Time Segment — a custom filter that applies only for this session.

Example

Let’s create a filter for clients who became clients and belong to the “Insurance and Investment” category:

1. Set the Stage to Exactly Matches → Became Client.
2. Click Add, then set Category → Exactly Matches → Insurance and Investment.
3. Click Apply.

The Sales Pipeline will now display only those contacts who fit these criteria.

2. Removing a Filter

If you want to remove a filter that’s currently active, simply click the “X” next to that filter at the top of the page.
This will clear the filter and return your view to the default set of contacts.

3. Saving a Filter for Future Use

Once you’ve configured a filter that you’d like to reuse later, you can save it:

1. Click Save Current View.
2. Enter a name for the filter — for example, Insurance and Investment Clients.
3. Choose whether to make the filter private or visible to your organization:
   • By default, filters are shared with your team.
   • To keep it private, uncheck the visibility option.
4. Click Save.

You’ll now see the name of the saved filter displayed at the top of your view.

4. Resetting the Pipeline

To restore the Sales Pipeline to its original view, click Reset.
This clears all active filters and returns you to the default display of contacts.

5. Applying a Saved Filter

To reapply a filter you’ve previously saved:

1. Click Saved Filters at the top of the page.
2. Select the filter name — for example, Insurance and Investment Clients.
3. The system will instantly apply the saved filter, displaying the matching contacts.

This allows you to switch between views quickly without having to rebuild your filters each time.

6. Deleting a Saved Filter

To delete a filter you no longer need:

1. Open the Saved Filters list.
2. Click the Red Delete button next to the filter’s name.
3. Confirm the deletion.

The filter will be permanently removed from your saved list.

Summary

Here’s a quick recap of the key steps:

By mastering filters in the Sales Pipeline, you can quickly locate specific client groups, analyze performance by category or stage, and simplify your workflow.

Thank you for watching!