HELP! Filter isn't doing what I thought it would...

Corey L. shared this question ago

Answered

I'm trying to make an event filter that shows me ONLY events that are STRICTLY a single category (in this case, "personal artistry"). Here's my filter...

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And yet... for some unknown reason.... the "filtered" list of leads still shows this lead (and other like it)...

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For those curious, the ONLY items I have in the "personal artistry" category are:

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What am I doing wrong?!

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Comments (1)

Jen H. ● 3 months ago

Try changing these to or's instead of and's.

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Corey L. ● 3 months ago

I actually started with ORs.... the list of leads is massive, because it only filters certain items instead of all items

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Jen H. ● 3 months ago

Per my manager the best way to do this is to set it up this way. You are going to have to list out each rental.

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Corey L. ● 3 months ago

your link is jumbled... but I think I get the jist. :(

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Jen H. ● 3 months ago

I'm sorry this is the only way this will work.

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Chad B. ● 3 months ago

I posted in IOU group but, I would create 2 filters. One to select the rentals I wanted and one to select the rentals I didn't want (still use contains because I want to select leads with them)

Then use an automation to run that will include the first filter and exclude leads in the second filter. Before running it, I believe you can check what leads will be affected by the automation.

Then use the automation to add a tag to that lead.

Use a third filter for that tag to use in reports. If you leave the automation running it will always update.

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