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Advanced filter on Contact/Company/Deal

There is an advanced filter functionality on Contacts, Companies or Deals to filter anything you like. It is also possible to save filters as tabs/views. 

Filter contacts and save it as a tab/view

The below video shows how you can filter Contacts and save it as a tab/view. This will also apply for Companies and Deals. 


If you want to share the tab/view with your team it will not show up automatically for them but they can find and add the tab/view under Add view > Created by others.saleshub_addview

Filter deals on deactivated owner and assign to new owner

The video below shows you how you can filter deals to find the deals of a deactivated owner and assign them to a new owner. This will also apply for Companies and Contacts.