How to Use Search and Filters

This guide covers how to find leads, sales, and other data using search and filter capabilities.

Search Modes

Sellfaster offers three search modes:

Switching Search Modes

Use the search mode selector to switch between modes.

Simple Search

The simplest way to find something:

1. Click the search bar
2. Type your search term
3. Results filter in real-time

What You Can Search

Simple search works across multiple fields depending on the data type:

Structured Query Search

For precise filtering, use structured query syntax (JQL-like):

Query Format

Field OPERATOR "Value" [AND|OR] Field OPERATOR "Value"

Available Fields

Operators

Conjunctions

Combine conditions with AND or OR:

city = "Berlin" AND project = "Test"
status = "active" OR status = "pending"

Note: You cannot mix AND and OR in a single query.

Custom Fields

Filter by custom fields using the cf: prefix:

cf:phone ~ "+49"
cf:property_type = "Single Family"

Examples

city = "Berlin"
city ~ "Ber" AND project = "Downtown"
latest_state ~ "Interested"
cf:roof_age > "10"

AI Search

Natural language search using AI:

1. Switch to AI mode
2. Type your query in plain language
3. AI translates to structured filters
4. Results display automatically

Features

• Uses Mistral API for translation
• 15-minute session-scoped caching
• Graceful fallback to simple search on failure
• 10-second timeout for API requests

Example Queries

• "Show me leads in Berlin that are interested"
• "Find all active contacts in the Downtown campaign"

Filter Panel

Accessing Filters

1. Look for the Filter button
2. Click to open filter panel
3. Configure your criteria

Lead Filters

Sales Filters

Column Filters

Individual column filtering:

• Click filter icon on column header
• Select values to include
• Clear individual filters with X button

Mobile Filters

On mobile devices:

• Three key filters: City, Campaign, Latest State
• Responsive filter panel
• X button to clear individual filters

Saved Views

Creating a Saved View

If supported:

1. Configure your filters
2. Click Save View
3. Name the view
4. Use later with one click

Saved View Contents

Views save:

• City filter
• Campaign name filter
• Lead status filter
• Latest state filter
• Sort preference (lead or distance)
• Search text and mode
• Structured query filters
• Custom field filters
• Column visibility settings
• Page size

Managing Views

• Reorder views via drag-and-drop
• Delete views you no longer need
• Exit saved view to return to default

Clearing Filters

Reset All

Clear all filters at once:

1. Click Reset or Clear Filters
2. All filters removed
3. Full list displays

Clear Individual

Remove one filter:

1. Click the X on the filter chip
2. Or uncheck the option
3. Other filters remain

Exporting Filtered Results

CSV Export

Export filtered leads to CSV:

1. Apply your filters
2. Click Export
3. Only matching items exported
4. CSV includes UTF-8 BOM for Excel compatibility

Exported Fields

Search Tips

Effective Searching

1. Start broad - Use simple terms first
2. Refine gradually - Add filters as needed
3. Check spelling - Typos affect results
4. Use structured queries - For precise filtering

Performance

• Filters are applied server-side for efficiency
• Pagination reduces data load
• Saved views cache filter configurations

Common Search Scenarios

Finding Leads to Visit

Goal: Find new leads in your area

1. Filter Latest State = "New" or specific states
2. Filter by Campaign or City
3. Result: Your work list

Finding Hot Leads

Goal: Find interested prospects

1. Filter Latest State = "Interested"
2. Optionally filter by recent date
3. Result: Active opportunities

Finding by Custom Field

Goal: Find leads with specific attributes

1. Use structured query: cf:property_type = "Commercial"
2. Or combine: city = "Berlin" AND cf:size > "1000"
3. Result: Filtered list

Table Controls

Column Visibility

Toggle which columns display:

1. Click Columns menu
2. Check/uncheck columns to show
3. Custom field columns available

Show/Hide Units

For buildings with multiple units:

• Toggle units display on/off

Sorting

Sort options:

• By lead (alphabetical)
• By distance (requires location access)

Page Size

Control items per page:

• Options: 10-100 items

Troubleshooting

No Results Found

If search returns nothing:

1. Check spelling
2. Broaden filters
3. Clear all filters to verify data exists
4. Try different search terms
5. Check search mode (simple vs structured)

Too Many Results

If results are overwhelming:

1. Add more filters
2. Use more specific search terms
3. Use structured query for precision

Structured Query Errors

If query has errors:

1. Check syntax (Field OPERATOR "Value")
2. Verify field name is valid
3. Quote values properly
4. Don't mix AND/OR

AI Search Not Working

If AI search fails:

1. System falls back to simple search automatically
2. Try structured query instead
3. Check network connection

Related Topics

• Dashboard - Filtering on dashboard
• Campaign Leads - Campaign filtering
• Custom Fields - Field configuration