Filtering the People List with All Filters (Lofty AOS)

Introduction

The search box finds a lead you already know. All Filters does the opposite job — it builds a targeted list from criteria, so you can answer questions like "which buyers in this ZIP haven't been contacted in 30 days?" You can then save that filtered list as a reusable view.

Opening All Filters

1. In the left menu, go to CRM → People.
2. Click All Filters at the right end of the toolbar. A filter panel slides in from the right.

Two Ways to Filter

Describe what you want (AI). At the top of the panel is a box that reads *"Search the filter name or tell me the criteria you need for filtering leads."* Type a filter name to jump to it, or describe the leads you want in plain language and click Find.

Pick from the categories. Below the box is a list of collapsible filter categories. Scroll to the one you need and expand it to set values. Categories include:

• Filter by Address — narrow by location.
• Team-member assignments — Lead Owner, Agent, ISA, and the other role seats your account uses.
• Lead attributes — such as source, tags, and pipeline.

Filters stack, so combining several narrows the list to leads that meet all of them.

Saving the Result as a View

Once the list shows what you want, click Create View at the bottom of the panel. Your filtered list becomes a tab across the top of the People page (next to All Leads, My Leads, and so on), so you can return to it in one click instead of rebuilding the filters.

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.