Filtering in Warehouse and explanation of filter symbols

Warehouse is where you manage and search through your leads, contacts, calls, bookings, activities, and other records. When you have a large amount of data, it can be difficult to find exactly the records you need. Filters let you narrow your results and quickly find the most relevant records.

This article explains how to apply filters in Warehouse, what the different filter symbols mean, and which filter options are available for different field types.

This is how you filter your data in any Warehouse module:

Example: If you want to find all leads belonging to a specific campaign, select Campaign, choose the Equals (=) operator, and then select the campaign you want to see.

You can also add multiple filters to narrow down your results further. Each additional filter is applied by using an AND condition, meaning a record must meet all applied filter conditions to be displayed.

For example, you can filter by both Campaign = Example Campaign and Status = Success to only see leads that belong to the selected campaign and have the status Success.

Note: The available filter operators depend on the type of field you are filtering.

When you add a filter, you can select an operator that determines how the field value is compared with your filter value.

Note: Not all operators are available for every field type. The available options depend on the type of data stored in the field.

Equals (=)

Use Equals when you want to find records where the field has exactly the same value as the one you enter or select.

For example:

Campaign = Example Campaign

This displays all records belonging to Example Campaign.

Does not equal (≠)

Use Does not equal when you want to exclude records with a specific value.

For example:

Status ≠ Not interested

This displays records that do not have the status Not interested.

In (∈)

Use In when you want to find records that match any one of multiple values.

For example, you may want to find leads with any of the following statuses:

Instead of creating three separate filters, you can use In and select all three statuses.

This is particularly useful when you want to filter by multiple campaigns, statuses, or other predefined values.

Not in (∉)

Not in is the opposite of In.

Use it when you want to find records that do not match any of the selected values.

For example, you can use Not in to exclude several lead statuses from your results at the same time.

Greater than (>)

Use Greater than when the value in the field must be higher than the value you enter.

For example:

Number of employees > 20

This finds companies with more than 20 employees.

For date fields, Greater than (>) means that the date must be after the date entered in the filter.

Greater than or equal to (≥)

Use Greater than or equal to when the field value must be equal to or greater than the value you enter.

For example:

Number of employees ≥ 20

This finds companies with 20 or more employees.

For date fields, this means that the date must be on or after the selected date.

Less than (<)

Use Less than when the value in the field must be lower than the value you enter.

For example:

Contact attempts < 5

This finds records with fewer than 5 contact attempts.

For date fields, Less than (<) means that the date must be before the date entered in the filter.

Less than or equal to (≤)

Use Less than or equal to when the field value must be equal to or lower than the value you enter.

For example:

Contact attempts ≤ 5

This finds records with 5 or fewer contact attempts.

For date fields, this means that the date must be on or before the selected date.

Contains (⊇)

Use Contains when the field value does not need to exactly match your search value.

For example, to find all records with an address containing "Hovedgade", use Contains in the address field.

The filter will find addresses such as:

The text only needs to appear somewhere in the field.

Does not contain (⊉)

Use Does not contain when you want to exclude records where a specific text appears anywhere in the field.

For example:

Company name does not contain "Consulting"

This excludes records where "Consulting" appears anywhere in the company name.

Is empty (∅)

Use Is empty when you want to find records where a specific field contains no data.

For example, you may have a field that identifies a lead's current provider. You can use Is empty to find all leads where no current provider has been entered.

This can help you identify records that have not yet been assigned or completed.

Is not empty (∄)

Is not empty is the opposite of Is empty.

It finds records where the selected field contains any data, regardless of what that data is.

For example, if you use a field to mark leads that have shown interest in another product, you can use Is not empty to find all leads where something has been entered in that field.

Date fields contain date and/or time information. Examples include Created, Last contacted, and other date-based fields.

For date fields, you can use:

You can also use Date ranges where available to select a predefined or custom period.

Date ranges let you filter records by a time period. For example, you can find all leads contacted during the last week or all records imported during a specific period.

Depending on the field, you can choose between different types of date ranges:

Period

Use predefined periods that are commonly used, such as:

Custom

Select your own relative date range.

For example, you could choose a period from 3 months ago to 1 week ago.

Specific

Select a specific start date and end date to see all records within that period.

Important: Greater than and Less than for dates

When filtering date fields:

To filter by lead status, select the Status field and choose the appropriate operator.

Use Equals (=) when you want to find leads with a single specific status.

For example:

Status = Success

Use In (∈) when you want to find leads with any of several statuses at once.

For example, you could select:

For more information about the different lead statuses, see Lead statuses explained.

To see leads from a specific campaign, select the Campaign field and choose the campaign you want to filter by.

For example:

Campaign = Example Campaign

You can also use In (∈) to select multiple campaigns and see records belonging to any of those campaigns.

The available filter operators depend on the field type you are filtering.

Fields with fixed values

Some fields use predefined values in Adversus. Campaign is an example of this type of field.

When you add a Campaign filter, you can select from the campaigns available in your Adversus account.

For fields with fixed values, the available operators are:

Text fields

Text fields can contain different types of text, such as customer names, company names, or reasons why a customer declined a product.

For text fields, the available operators include:

The following field types use the same filter operators as text fields:

Date fields

Date fields contain date and/or time information. An example is the built-in Last contacted field.

Date fields support:

Numeric fields

Numeric fields are designed to contain numbers only.

For example, a company may have a numeric field containing the number of employees.

Numeric fields support:

If you frequently use the same filters, you can save them as a filter view for quick access later.

For more information, see Introduction to filter views.

After applying your filters, you can export the filtered results to a CSV file.

For more information, see Export data from Adversus.