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Filtering in warehouse and explanation of filter symbols

Learn how to easily find your leads in the Warehouse using filters and understand what each filter symbol means.

Written by Christoffer

The Warehouse is where you manage and search through all your leads, contacts, calls, bookings, and activities. To find exactly the records you need, you can use filters. This article explains how to use filters and what each filter symbol means.

Applying a filter

To filter your data in any Warehouse module:

  1. Navigate to the Warehouse module you want to search in (e.g., Warehouse → Leads).

  2. Click the Filter icon (the funnel symbol) in the top toolbar.

  3. Select the field you want to filter by.

  4. Choose the appropriate filter operator (see the table below).

  5. Enter the value you want to match.

  6. Click Apply to see the filtered results.

You can combine multiple filters to narrow your results further. Each additional filter is applied with an AND condition.

Filter symbols and their meaning

When setting up a filter, you'll see different operators depending on the field type. Here's what each one means:

Symbol

Operator

Meaning

=

Equals

The field value must exactly match what you enter.

Does not equal

The field value must not match what you enter.

>

Greater than

The field value must be greater than the value you enter (numeric or date fields).

>=

Greater than or equal to

The field value must be greater than or equal to the value you enter.

<

Less than

The field value must be less than the value you enter (numeric or date fields).

<=

Less than or equal to

The field value must be less than or equal to the value you enter.

Contains

The field value contains the text you enter anywhere within it.

Does not contain

The field value does not contain the text you enter.

In

The field value matches any of the values you enter (useful for matching multiple values at once — see Insert multiple values in filter views).

Not in

The field value does not match any of the values you enter.

Is empty

The field has no value (is null or blank).

Is not empty

The field has a value (is not null or blank).

Filtering by date

For date fields (such as Created, Last contacted, etc.), you can use the greater-than and less-than operators to define a date range. You can also use the built-in date presets (e.g., Today, This week, Last 30 days) if available.

Filtering by lead status

To filter by lead status, select the Status field and use the "In" operator to match multiple statuses at once, or use "Equals" to filter by a single status. For a full list of lead statuses and what they mean, see Lead statuses explained.

Filtering by campaign

To see leads from a specific campaign, select the Campaign field and choose the campaign you want to filter by. You can also filter by multiple campaigns using the "In" operator.

Saving filter views

If you frequently use the same filters, you can save them as a filter view for quick access later. To learn more, see Introduction to filter views.

Exporting filtered results

Once you've applied your filters, you can export the results to a CSV file. See Export data from Adversus for more details.

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