marigold

build a multi-condition filter on leads

stack conditions to find exactly the leads you need. the filter builder is the same one dragonfly uses — text fields, tags, dates, dropdowns, all and-joined.

3 steps~2 min
  1. 1

    click "+ filter" in the toolbar

    the popover opens — pick a field (name, email, company, source, lead status, tag, created date, custom field). pick the operator (is / contains / has any / before / after).

  2. 2

    stack more conditions

    every active condition shows as a pill. click to edit, x to remove. results refresh as you go.

  3. 3

    save the combo as a view

    happy with what you see? save it as a view (next article) so you can recall the same filter set in one click.

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