> ## Documentation Index
> Fetch the complete documentation index at: https://terrascout.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Filtering Leads

> Find and organize leads with powerful filters

<Frame>
  <img src="https://cdn.ploti.ai/static/lead-filter.webp" alt="Lead Filtering" />
</Frame>

Ploti's filtering system helps you quickly find the leads you need, whether you're managing a dozen opportunities or hundreds.

## Adding Filters

1. Click the **Filter** button in your leads view
2. Select a field to filter by
3. Choose an operator and value(s)
4. Filter is applied immediately

Add multiple filters to narrow results further.

## What You Can Filter By

* **Status & Priority** — Find leads at specific pipeline stages or priority levels
* **Source & Type** — Filter by how you found the lead or what kind of deal it is
* **Location** — State, county, or city
* **People** — Who's assigned, which team, which project
* **Dates** — Contact date, expected close, contract date, closing date
* **Search** — Find leads by title

## Combining Filters

* **Multiple filters** use AND logic—all conditions must match
* **Multiple values** in one filter use OR logic—any value can match

**Example:**

* Status is "Qualified" AND Priority is any of "High, Critical"
* Shows all qualified leads that are either high priority or critical

## Grouping Leads

Beyond filtering, group your leads by:

* **Status** - See pipeline stages
* **Priority** - Focus on what matters
* **Assigned To** - View by team member
* **Team** - Organize by team
* **No Grouping** - Flat list

## Sorting

Sort your filtered results by:

* Any visible column
* Ascending or descending
* Default: Most recently updated

## Saving Views

Create custom views to save your filter combinations:

1. Set up your filters
2. Click **Save View**
3. Name your view
4. Access it anytime from the views menu

Common saved views:

* "My Active Leads" - Assigned to me, not closed
* "Hot Opportunities" - Critical/High priority, Qualified+
* "Closing This Month" - Expected close in current month
* "Needs Follow-up" - Contacted, no activity in 7 days

## Display Settings

Customize which columns appear:

1. Click the **Display** settings
2. Toggle columns on/off
3. Reorder columns as needed
4. Save as default for this view

## Tips for Effective Filtering

<CardGroup cols={2}>
  <Card title="Start Simple" icon="filter">
    Begin with one or two filters and add more as needed.
  </Card>

  <Card title="Save Common Views" icon="bookmark">
    Create saved views for filters you use repeatedly.
  </Card>

  <Card title="Use Date Filters" icon="calendar">
    Find leads needing attention with date-based filters.
  </Card>

  <Card title="Combine with Grouping" icon="layer-group">
    Filter first, then group to see patterns in results.
  </Card>
</CardGroup>