Filters that actually work the way you think

The filter system has been rebuilt from the ground up.

New floating filter popover, multi-value support, and active filter chips that show exactly what's filtered and let you remove them one by one.

TL;DR

• New filter popover with searchable attribute list

• Filter by multiple values on the same field (e.g. 3 pipeline stages at once)

• Active filter chips in the toolbar show what's active and clear individually

• Works across Pipeline, Contacts, Tasks, Notes, and Call Recordings

What's New

• Multi-value filtering Select "is any of" as your condition and pick multiple values. Three pipeline stages, two priorities, four categories. The results show everything that matches any of them. Why it matters: Previously you could only filter by one value per field. If you wanted to see First 10 and Future 30 deals together, you couldn't. Now you can.

• New floating filter popover The filter panel now floats above the table rather than pushing content down. Two states: attribute picker first, then condition builder. Why it matters: The table stays in place while you build your filter. Less disorienting.

• Active filter chips Every active filter appears as a connected chip in the toolbar showing the field name, condition, and values. Click X on any chip to remove just that filter. Why it matters: You always know what's filtered and can remove individual filters without starting over.

• Discard changes When you have unsaved filter state, a Discard link appears next to the chips to clear everything at once.

Who This Helps

• Operators segmenting their pipeline by multiple stages at a review

• Teams filtering tasks by multiple categories or statuses at once

How to Use It

1. Click Filter on any table page.

2. Search or select an attribute.

3. Choose a condition. For enumerable fields, select is any of.

4. Pick one or more values.

5. Click Apply. The chip appears in the toolbar.