Save Filters

Save search filters for quick access by you or your team

If you or your team frequently filter using the same criteria consider using the Save Filter feature. Saving the filter allows you to store the selected criteria for quick access in the future. You have the flexibility of storing a set of saved filters to your individual account or sharing saved filters with your company. 

To save a filter: 

  1. Select the criteria you wish to filter by. 
  2. Select Save Filter near the bottom of the filter panel. 
  3.  Name your saved filter. 
  4. If you would like to share this filter across your company toggle the share button. 
  5. Click Saved at the top of the filter panel to access all saved filters saved to your account, as well as saved filters shared across your organization.

Below is a quick video demonstration of how to save and share filters.

 

We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.