Filters are a way for you refine your target account, people, and opportunity lists to uncover subs-sets of audiences or activities.

Click create new to create a new saved filter.

Add a Title - Name of the new Filter

Select your Object type - Choose which type of results the Filter should return (i.e People, Accounts, Opportunities, Activities)

Set your Visibility - Who can view the Filter

  • Public - Visible to everyone in your organization

  • Private - Visible only to the creator of the Filter

Learn more about visibility rules here.