{"id":10150,"date":"2025-03-28T03:14:10","date_gmt":"2025-03-28T03:14:10","guid":{"rendered":"https:\/\/www.privyr.com\/blog\/?p=10150"},"modified":"2025-03-28T03:14:44","modified_gmt":"2025-03-28T03:14:44","slug":"new-feature-advanced-client-filters","status":"publish","type":"post","link":"https:\/\/www.privyr.com\/blog\/new-feature-advanced-client-filters\/","title":{"rendered":"New: Advanced Client Filters \u2728"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"580\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/New-Feature-Client-Filters-Cover-image-1024x580.jpg\" alt=\"\" class=\"wp-image-10151\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/New-Feature-Client-Filters-Cover-image-1024x580.jpg 1024w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/New-Feature-Client-Filters-Cover-image-300x170.jpg 300w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/New-Feature-Client-Filters-Cover-image-1536x871.jpg 1536w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/New-Feature-Client-Filters-Cover-image-1024x580@2x.jpg 2048w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/New-Feature-Client-Filters-Cover-image-300x170@2x.jpg 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Noticed anything different in your Privyr app recently? We just released Advanced Filters for your Client List!<\/p>\n\n\n\n<h2><strong>Introducing Advanced Client Filters \u2728<\/strong><\/h2>\n\n\n\n<p>As the number of leads on your phone continues to grow, it becomes difficult to track each prospect so older connections often get buried and forgotten.<\/p>\n\n\n\n<p>That\u2019s why we introduced Filters \u2013&nbsp;<em>riiight<\/em>&nbsp;at the top of your Client List. Now you can easily&nbsp;<strong>organise, find, and engage or update specific leads that meet a specific combination of criteria.<\/strong>&nbsp;These leads may not necessarily be new, but are still worth reconnecting with! <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/iOS-Clients-v3-Clients-w-Filter-473x1024.png\" alt=\"\" class=\"wp-image-10152\" width=\"375\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/iOS-Clients-v3-Clients-w-Filter-473x1024.png 473w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/iOS-Clients-v3-Clients-w-Filter-139x300.png 139w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/iOS-Clients-v3-Clients-w-Filter-709x1536.png 709w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/iOS-Clients-v3-Clients-w-Filter.png 750w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/iOS-Clients-v3-Clients-w-Filter-139x300@2x.png 278w\" sizes=\"(max-width: 473px) 100vw, 473px\" \/><\/figure><\/div>\n\n\n<h2><strong>Find prospects that meet specific criteria within seconds \u26a1<\/strong><\/h2>\n\n\n\n<p>Filters let you&nbsp;<strong>zero in on a set of prospects that meet a specific combination of criteria<\/strong>, such as source, last activity, and even down to specific custom fields. From there, you can&nbsp;<a href=\"https:\/\/help.privyr.com\/knowledge-base\/client-list\/#bulk-client-actions\" target=\"_blank\" rel=\"noreferrer noopener\">tap-and-hold to quickly do bulk actions<\/a>&nbsp;like call, message, reassign, or add to a group.<\/p>\n\n\n\n<p>For example, you can set your filters to look up:<\/p>\n\n\n\n<ul>\n<li>Leads from December that are in a qualified stage, that you have not contacted in the past two weeks.<\/li>\n\n\n\n<li>Leads that come from either Facebook or your website, that are tagged as interested in Product A, but have not been sent a follow up.<\/li>\n\n\n\n<li>Sales-qualified leads that are assigned to a specific team member with a deal size of over $5k.<\/li>\n\n\n\n<li>Leads assigned to a specific team member with overdue follow-ups.<\/li>\n<\/ul>\n\n\n\n<p>The possibilities are endless!<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"375\" height=\"812\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/iOS-Adv-Filtering.png\" alt=\"\" class=\"wp-image-10153\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/iOS-Adv-Filtering.png 375w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/iOS-Adv-Filtering-139x300.png 139w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/iOS-Adv-Filtering-139x300@2x.png 278w\" sizes=\"(max-width: 375px) 100vw, 375px\" \/><\/figure><\/div>\n\n\n<p>All filters are set to \u201cAny\u201d by default, and you can change them to meet your criteria.<\/p>\n\n\n\n<h2><strong>Filters work with Custom Fields too!<\/strong><\/h2>\n\n\n\n<p>You can also set filters to find leads based on the information in their&nbsp;<a href=\"https:\/\/www.privyr.com\/blog\/new-feature-privyr-create-custom-client-fields\/\" target=\"_blank\" rel=\"noreferrer noopener\">Custom Client Fields<\/a>. This helps you look up leads whose birthday is within a specified date range, deals that are in a specific stage, and many more!<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"94\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/c1CX6dC7L71ykLd785a8ANFngvGrqXVlimKH0lFk-1024x94.webp\" alt=\"\" class=\"wp-image-10154\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/c1CX6dC7L71ykLd785a8ANFngvGrqXVlimKH0lFk-1024x94.webp 1024w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/c1CX6dC7L71ykLd785a8ANFngvGrqXVlimKH0lFk-300x27.webp 300w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/c1CX6dC7L71ykLd785a8ANFngvGrqXVlimKH0lFk.webp 1201w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/c1CX6dC7L71ykLd785a8ANFngvGrqXVlimKH0lFk-300x27@2x.webp 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p> Our powerful new filters give you complete flexibility in finding and engaging with unique sets of prospects, making it easier to maintain consistent and meaningful connections with everyone.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/app.privyr.com\/clients\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" loading=\"lazy\" width=\"984\" height=\"281\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/Open-Privyr-app-02.png\" alt=\"\" class=\"wp-image-10156\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/Open-Privyr-app-02.png 984w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/Open-Privyr-app-02-300x86.png 300w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/03\/Open-Privyr-app-02-300x86@2x.png 600w\" sizes=\"(max-width: 984px) 100vw, 984px\" \/><\/a><\/figure>\n\n\n\n<p>We hope you find this new feature useful. See you at our next update!<\/p>\n\n\n\n<p><em>&#8211; Team Privyr<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Now you can combine multiple criteria to easily organise, find, update, and engage leads that are not necessarily new but are still worth reconnecting with.<\/p>\n","protected":false},"author":8,"featured_media":10164,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[207],"tags":[469],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.6.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>New: Advanced Client Filters \u2728 - Privyr Blog<\/title>\n<meta name=\"description\" content=\"Now you can combine multiple criteria to easily organise, find, update, and engage leads that are not necessarily new but are still worth reconnecting with.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.privyr.com\/blog\/new-feature-advanced-client-filters\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"New: Advanced Client Filters \u2728 - 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