Focus: The focus of this public FAQ/Self Help guide is to provide you an overview and details to use filters and recipes on the Cliently “Real-time View page.
What are filters?: Filters are a way to search for Deal by a granular method, examples include: by engagement, last Contacted, number of contacts per company, contact flow status and many more. Cliently offers over 30 filters to locate and isolate your account Deals.
Filtering limitations with name changes. If you set up recipes that include “dropdown” selections and then later modify the naming conventions, some recipes may no longer work properly. An example of this is for Pipeline/stages. The recipe would have to be removed and recreated to use the new naming conventions. Questions, please reach out to us for support.
What are recipes? Recipes are saved filter sets that you can create to be used over and over again. We automatically included three recipes by default, however you can add as many as you wish and even share them across your team members.
Step 1: Accessing Real-time View. On the left side navigation toolbar, click on the “Real-time View” icon.
From Deals, Flows, or Settings:
Then use the top switcher to change from “Contacts” to “Deals”.
Step 2: Filtering for Deals, + Add Filter Clicking on the “+ Add Filter” button will provide options in order to do specific types of filtering for your Companys by different types of data. These include category types of “Deal”, “Engagement”, and “Custom Fields”.
Step 3: Filter Folders. Next, we will break down the types of categories.
Step 3-A: Deal Folder Inside of this folder there are 10+ ways to filter out your Companys. These include Company Name, Company City and Company State and much more.
Step 3-B: Engagement Folder Inside of this folder there are 15+ ways to filter engagement activities. They include 7 Day Engagements (opens, clicks, etc. for the last 7 days), Total Engagement (all engagements, for all time), Email Opens (Email actions that have been opened, for all time) and Video Opens (Video Message actions that have been opened, for all time).
Step 3-C: Custom Fields Folder If you have set up any custom fields for your account, you can also use them in order to filter for your Companys. These are broken down by Company custom fields types. Click here to learn more about custom fields.
Step 4: Selecting a Category. Once you have selected a category filter you will be provided different ways in order to use the filter. In this example, we have chosen Last Engaged.
Step 4-A: Example Using Engagement - “Last Engaged”, “Last Contacted”, “Next Activity”. These three filters use date options in order to find your Deals. In this example, we will be using “Last Engaged”.
Step 4-B: More examples filtering with “Absolute Filters”. If you use Absolute Filters, these can be used to find Deals using specific dates, with “After” date, “On” date, “Before” date, “Between” date. In this example, we will be using “After”. Once the absolute filter is selected, you will see a Calendar that can be used to select the Month, Year and Up/Down arrows to select the month. Using your mouse to select the date in the month. Click “Done” when you have set up your filter.
Step 4-C: More example filtering with “Relative filters”. Cliently also offers “Relative” filters which can be used to filter out Deals by a specific type of date or number of hours filter. These include: “this month”, “this year”, “last month”, “last year”, “last # of days, “last # of hours”. In this example, we have selected “this month”. So, this will provide results with engaged Companies in the current month”. Click “Done” when you have set up your filter.
Step 5: Recipes In this section we will review “recipes”. Recipes are a way to quickly find your Deals through saved filters. We provide one default recipes, however you can make as many as you like. You will also have the ability to share them with your team members on your Cliently account or make them private for your use only.
Step 5-A: Accessing Recipes If the recipe tab is closed, you can simply open it by the purple switch.
Step 5-B: Recipe layout and default recipes Once expanded, you will see the recipe navigation panel. Please review the default recipe. They include: “All Deals”.
Step 5-C: Saving Filters to Recipes Next, set up the filters that you want to use to create your search set. Click on “+ add filter” to begin. Once you have your filters set, click on the “Save-recipe” button.
Provide the name of your recipe. Click the red save button. PRO TIP - Use a naming convention that is easy to remember!
Step 5-D: Sharing Recipes By clicking on the “lock” icon to unlock (grey color), your team members can use those shared recipes by clicking on ‘team recipes’ on the panel on the left. Please note: the creator of the recipe will continue to show in “My recipes” as you are the owner of the recipe.
Accessing Team (shared recipes) Using the “Team Recipes” tab on the left side, you can view all the shared recipes in the workspace. It will show the recipe name and count for your data.
Please note that “Filter by” filters are not applied when saving and sharing recipes. The person who is using the shared recipes will only see their own Deals, unless you change the filter for all users.
Step 5-E: Updating existing Recipes At any time, you can use an existing recipe, add new filters and save again. Here you can update or create a new version of the recipe.
Step 5-F: Deleting Recipes Also, you can delete recipes you no longer want to use. Click on the name of the recipe you want to delete, then use the red “delete recipe” option.
Step 6: Resetting and hiding filters. If you wish to reset your filters, you can click on the “reset” icon to reset your filters to start over. You can also click on “hide filters”, to hide them from your view.
Need Help? If you need any help with using Deals filtering on the Real-time View page, please login to your Cliently Account and click on the blue “Help/Chat” icon found on the bottom right side of your account.