* **Features** * [Overview](https://www.teamgate.com/tour/) * [Tour](https://www.teamgate.com/tour/) * [CRM](https://www.teamgate.com/tour/crm-software/) * [Sales Velocity](https://www.teamgate.com/tour/sales-velocity/) * [Mobile Apps](https://www.teamgate.com/tour/mobile-apps/) * [Industries](https://www.teamgate.com/tour/industries/) * [Collect](https://www.teamgate.com/blog/smarter-leadcapture-with-your-sales-crm/) * [Lead Capturing](https://www.teamgate.com/lead-capturing/) * [SmartDialer](https://www.teamgate.com/smart-dialer/) * [Email Integration](https://www.teamgate.com/integrations/mail-clients-integration/) * [Convert](https://www.teamgate.com/lead-qualification/) * [Lead Management](https://www.teamgate.com/lead-management/) * [Lead Qualification](https://www.teamgate.com/lead-qualification/) * [Lead Prioritization](https://www.teamgate.com/solutions/lead-prioritization/) * [Time Management](https://www.teamgate.com/time-management/) * [Sales Pipeline Management](https://www.teamgate.com/solutions/sales-pipeline-management/) * [Sales Acceleration](https://www.teamgate.com/solutions/sales-acceleration/) * [Contact Management](https://www.teamgate.com/contact-management/) * [Product Catalogue](https://www.teamgate.com/solutions/product-catalog/) * [Insights](https://www.teamgate.com/solutions/analytics-and-reports/) * [Analytics & Reports](https://www.teamgate.com/solutions/analytics-and-reports/) * [Sales Dashboard](https://www.teamgate.com/solutions/dashboard/) * [Sales Activity](https://www.teamgate.com/solutions/sales-activity/) * [Pipeline Management](https://www.teamgate.com/solutions/insights-pipeline-management/) * [Sales Leaderboard](https://www.teamgate.com/solutions/sales-leaderboard/) * [KPIs & Sales Goals](https://www.teamgate.com/solutions/kpi-and-sales-goals/) * [**Blog**](https://www.teamgate.com/blog/) * **Resources** * [Help CenterEverything about to get you started and improve knowledge.](https://www.teamgate.com/support/) * [Case StudiesLearn best practices from our customers.](https://www.teamgate.com/case-studies/) * [Developer APIDocumentation, API, Examples, FAQ and more.](https://developers.teamgate.com/) * [Affiliate ProgramEarn cash commission on every referral!](https://teamgate.getrewardful.com/signup) * [**Pricing**](https://www.teamgate.com/pricing/) * [**Integrations**](https://www.teamgate.com/integrations/) * [**+1 725-254-2694**](tel:+17252542694) * [**Start Free Trial**](https://www.teamgate.com/trial/) * [**Login**](https://my.teamgate.com/index.php?r=my/guest/) * [Log in](https://my.teamgate.com/index.php?r=my/guest/) * [Sign up](https://www.teamgate.com/trial/) * [REQUEST A DEMO](https://www.teamgate.com/request-form/%20%222024-nav-demo%22) Designed for Growth: Scale your recurring revenue with the new Teamgate SaaS CRM. [Explore SaaS Features →](https://www.teamgate.com/saas) [Book a demo](https://www.teamgate.com/request-form/) today and save 50% off your first month, or 20% off your first year. Get a [free sales audit](https://calendly.com/tg-chase-horn/2025-sales-audit?month=2025-12) to uncover hidden revenue opportunities! * **Features** * [Overview](https://www.teamgate.com/tour/) * [Tour](https://www.teamgate.com/tour/) * [CRM](https://www.teamgate.com/tour/crm-software/) * [Sales Velocity](https://www.teamgate.com/tour/sales-velocity/) * [Mobile Apps](https://www.teamgate.com/tour/mobile-apps/) * [Industries](https://www.teamgate.com/tour/industries/) * [Collect](https://www.teamgate.com/blog/smarter-leadcapture-with-your-sales-crm/) * [Lead Capturing](https://www.teamgate.com/lead-capturing/) * [SmartDialer](https://www.teamgate.com/smart-dialer/) * [Email Integration](https://www.teamgate.com/integrations/mail-clients-integration/) * [Convert](https://www.teamgate.com/lead-qualification/) * [Lead Management](https://www.teamgate.com/lead-management/) * [Lead Qualification](https://www.teamgate.com/lead-qualification/) * [Lead Prioritization](https://www.teamgate.com/solutions/lead-prioritization/) * [Time Management](https://www.teamgate.com/time-management/) * [Sales Pipeline Management](https://www.teamgate.com/solutions/sales-pipeline-management/) * [Sales Acceleration](https://www.teamgate.com/solutions/sales-acceleration/) * [Contact Management](https://www.teamgate.com/contact-management/) * [Product Catalogue](https://www.teamgate.com/solutions/product-catalog/) * [Insights](https://www.teamgate.com/solutions/analytics-and-reports/) * [Analytics & Reports](https://www.teamgate.com/solutions/analytics-and-reports/) * [Sales Dashboard](https://www.teamgate.com/solutions/dashboard/) * [Sales Activity](https://www.teamgate.com/solutions/sales-activity/) * [Pipeline Management](https://www.teamgate.com/solutions/insights-pipeline-management/) * [Sales Leaderboard](https://www.teamgate.com/solutions/sales-leaderboard/) * [KPIs & Sales Goals](https://www.teamgate.com/solutions/kpi-and-sales-goals/) * [**Blog**](https://www.teamgate.com/blog/) * **Resources** * [Help CenterEverything about to get you started and improve knowledge.](https://www.teamgate.com/support/) * [Case StudiesLearn best practices from our customers.](https://www.teamgate.com/case-studies/) * [Developer APIDocumentation, API, Examples, FAQ and more.](https://developers.teamgate.com/) * [Affiliate ProgramEarn cash commission on every referral!](https://teamgate.getrewardful.com/signup) * [**Pricing**](https://www.teamgate.com/pricing/) * [**Integrations**](https://www.teamgate.com/integrations/) * [**+1 725-254-2694**](tel:+17252542694) * [**Start Free Trial**](https://www.teamgate.com/trial/) * [**Login**](https://my.teamgate.com/index.php?r=my/guest/) * [Log in](https://my.teamgate.com/index.php?r=my/guest/) * [Sign up](https://www.teamgate.com/trial/) * [REQUEST A DEMO](https://www.teamgate.com/request-form/%20%222024-nav-demo%22) Designed for Growth: Scale your recurring revenue with the new Teamgate SaaS CRM. [Explore SaaS Features →](https://www.teamgate.com/saas) [Book a demo](https://www.teamgate.com/request-form/) today and save 50% off your first month, or 20% off your first year. Get a [free sales audit](https://calendly.com/tg-chase-horn/2025-sales-audit?month=2025-12) to uncover hidden revenue opportunities! ![](https://www.teamgate.com/wp-content/uploads/2018/10/Filters-On-Teamgate-1500x500.png) [Teamgate CRM](https://www.teamgate.com/blog/category/teamgate-crm/) # Finding Relevant Information in No Time ![mm](https://www.teamgate.com/wp-content/uploads/2023/03/Abe-Headshot-150x150.jpg) [Abe Dearmer](https://www.teamgate.com/blog/author/abe/ "Posts by Abe Dearmer") March 22, 2017 If you are working with large amounts of data, every time you need to find some specific information may become a nightmare, right? Even if you have automated sales processes with the help of a CRM, sometimes you may feel overwhelmed by the amount of information. Luckily, [Teamgate CRM](https://www.teamgate.com/tour/) has powerful filtering and sorting features, which help to keep everything well-organized and improve your productivity. ## **Complete Filtering** Basically, you can quickly [**filter every available list**](https://support.teamgate.com/hc/en-us/articles/205821342), including leads, contacts, companies, deals, and files. Items in each of the lists can be filtered **by predefined and custom fields**. Let’s say you need to see a list of every single lead from a specific country; you can do it in just a few clicks by either selecting the country or typing it in. Likewise, you can easily get a list of all won or lost deals, new leads, and much more. For teams managing data across multiple systems, platforms like [Integrate.io](https://www.integrate.io) can help consolidate and transform data from various sources into your CRM, ensuring clean, unified information ready for filtering and analysis. [![Leads Filtering By Country Teamgate](https://www.teamgate.com/wp-content/uploads/2017/04/leads-filtering-by-country-teamgate.gif)](https://www.teamgate.com/solutions/lead-management/) For your convenience, you can choose which of the [custom fields](https://support.teamgate.com/hc/en-us/articles/205133002) should be added to the list of filters. It is easy to adjust filters considering your business needs. Moreover, not only ‘Standard text’ but also ‘Multi-select’ custom fields can be filtered. ## **Clean Filtering** Teamgate filtering solution is user-friendly and neat. Even if you use a lot of information fields, you won’t find filters too overwhelming – they can be expanded or collapsed so you can **customize viewing options**. To improve your experience, we made it possible both **select and enter options manually**. The latter helps when there are hundreds of options, e.g. zip codes, and it’s simply too time-consuming to scroll down the drop-down list. [![Deals Filter On Teamgate](https://www.teamgate.com/wp-content/uploads/2017/04/Deals_filter.png)](https://www.teamgate.com/tour/) Besides, Teamgate supports **sorting**. This feature may help to see a better overview of your lists. For example, you can sort leads by the [lead score](https://www.teamgate.com/solutions/lead-prioritization/), and **instantly see the hot leads** at the top of your list; or **sort your deals by value** to see the most valuable ones. It may seem like a very simple feature, but it can help to grow your business. ## **Add Some Extra Value!** If you want to get the most out of Teamgate filtering solution, it’s entirely up to you, because [we also **support tagging**](https://support.teamgate.com/hc/en-us/articles/204926192). You can use the keywords of your choice and re-use this data to make filtering more relevant. Teamgate adds some default tags, but you’re free to create as much custom tags as you need. Maybe you want to remember that a lead is a #CEO or #purchased your product, or maybe some contact is #important? You can easily do this! And remember that tagging is also helpful when you use [Teamgate Insights](https://www.teamgate.com/solutions/sales-acceleration/). So, wait no more and [try Teamgate CRM yourself](https://www.teamgate.com/trial/)! [crm](https://www.teamgate.com/blog/tag/crm/) [Lead Management](https://www.teamgate.com/blog/tag/lead-management/) [personalization](https://www.teamgate.com/blog/tag/personalization/) [Sales Management](https://www.teamgate.com/blog/tag/sales-management/) ![mm](https://www.teamgate.com/wp-content/uploads/2023/03/Abe-Headshot-150x150.jpg) #### Abe Dearmer Abe Dearmer is a seasoned CEO with a distinguished background in military leadership and corporate strategy. Transitioning from the military to the tech industry, Abe has successfully managed large teams and complex projects, focusing on strategic alignment and cultural change. His academic credentials include a Master’s in Marketing and a Bachelor of Business Administration, underpinning his strategic approach to business growth. A prolific writer and thought leader, Abe has contributed extensively to discussions on data integration, marketing strategies, and customer success. His articles can be found on platforms like LinkedIn, Medium, and company blogs, where he shares insights on topics ranging from ETL processes to the implementation of sales-led growth strategies across multiple industries. With a commitment to excellence and a passion for continuous improvement, Abe Dearmer continues to influence the fields of SaaS and digital learning through his leadership and never ending flow ideas. [View all posts](https://www.teamgate.com/blog/author/abe/)[](https://www.linkedin.com/in/abe-dearmer/) [ Make and Receive Calls Without Leaving Your CRM: Introducing Teamgate SmartDialer ](https://www.teamgate.com/blog/make-and-receive-calls-without-leaving-your-crm-introducing-teamgate-smartdialer/) [ GetApp CRM Rankings: New Quarter – Same Leadership for Teamgate ](https://www.teamgate.com/blog/q2-getapp-crm-rankings/) ![Teamgate Logo](https://www.teamgate.com/wp-content/themes/teamgate/assets/img/logo-white.svg) A Sales CRM that keeps you well organised [Request a Demo](https://www.teamgate.com/request-form/) TABLE OF CONTENTS * [Complete Filtering](#sidebar-toc-heading-0) * [Clean Filtering ](#sidebar-toc-heading-1) * [Add Some Extra Value! ](#sidebar-toc-heading-2) ![five stars](https://www.teamgate.com/wp-content/themes/teamgate/assets/images/star.svg) ![five stars](https://www.teamgate.com/wp-content/themes/teamgate/assets/images/star.svg) ![five stars](https://www.teamgate.com/wp-content/themes/teamgate/assets/images/star.svg) ![five stars](https://www.teamgate.com/wp-content/themes/teamgate/assets/images/star.svg) ![five stars](https://www.teamgate.com/wp-content/themes/teamgate/assets/images/star.svg) Our experience with Teamgate has been exceptional. The platform has enabled us to have a clear view of our sales pipeline, allowing us to focus on high-impact activities that drive results. The customer support has been top-notch, and the regular updates demonstrate the company's commitment to innovation and continuous improvement. [Learn More](https://www.teamgate.com/trial/) ![Abe D](https://www.teamgate.com/wp-content/uploads/2024/10/abe.png) Abe D. CEO Appsembler ![five stars](https://www.teamgate.com/wp-content/themes/teamgate/assets/images/star.svg) ![five stars](https://www.teamgate.com/wp-content/themes/teamgate/assets/images/star.svg) ![five stars](https://www.teamgate.com/wp-content/themes/teamgate/assets/images/star.svg) ![five stars](https://www.teamgate.com/wp-content/themes/teamgate/assets/images/star.svg) ![five stars](https://www.teamgate.com/wp-content/themes/teamgate/assets/images/star.svg) TG is an all around CRM that does almost everything very well and with an intuitive approach. When we've had questions or identified anything working out of the ordinary, they have been lightning fast to respond and deploy fixes. Overall this is a company that can support businesses at scale, yet nimble enough to deliver exceptional customer service. [Learn More](https://www.teamgate.com/trial/) ![Patrick](https://www.teamgate.com/wp-content/uploads/2024/10/patric.jpeg) Patrick I. Regional Manager Marlin Water Solutions ![five stars](https://www.teamgate.com/wp-content/themes/teamgate/assets/images/star.svg) ![five stars](https://www.teamgate.com/wp-content/themes/teamgate/assets/images/star.svg) ![five stars](https://www.teamgate.com/wp-content/themes/teamgate/assets/images/star.svg) ![five stars](https://www.teamgate.com/wp-content/themes/teamgate/assets/images/star.svg) ![five stars](https://www.teamgate.com/wp-content/themes/teamgate/assets/images/star.svg) I have been very impressed with TeamGate and the support network behind it. It has been super simple to integrate. I transferred data from my old CRM to Teamgate over the course of a few days. Plus the near instant customer support, it was basically impossible to make any operational errors. [Learn More](https://www.teamgate.com/trial/) ![Simon](https://www.teamgate.com/wp-content/uploads/2024/10/simon.jpeg) Simon C. Owner JSC Property Investments * [**Teamgate**](https://www.teamgate.com/) * [About Us](https://www.teamgate.com/about-us/) * [Contacts](https://www.teamgate.com/contacts/) * [Pricing](https://www.teamgate.com/pricing/) * [Terms of service](https://www.teamgate.com/terms-of-service/) * [Privacy policy](https://www.teamgate.com/privacy-policy/) * [Security measures](https://www.teamgate.com/teamgate-applies-organizational-and-technical-security-measures/) * [GDPR](https://www.teamgate.com/gdpr/) * [Site map](https://www.teamgate.com/manualsitemap/) * **Solutions** * [Sales Dashboard](https://www.teamgate.com/solutions/dashboard/) * [Lead Management](https://www.teamgate.com/lead-management/) * [Contact Management](https://www.teamgate.com/contact-management/) * [Sales Pipeline Management](https://www.teamgate.com/solutions/sales-pipeline-management/) * [Time Management](https://www.teamgate.com/time-management/) * [CRM](https://www.teamgate.com/tour/crm-software/) * [SmartDialer](https://www.teamgate.com/smart-dialer/) * [Analytics & Reports](https://www.teamgate.com/solutions/analytics-and-reports/) * [Sales Velocity](https://www.teamgate.com/tour/sales-velocity/) * **Resources** * [Whitepaper: Sales process flowchart](https://www.teamgate.com/whitepaper/sales-process-flowchart/) * [Whitepaper: Practical sales tips](https://www.teamgate.com/whitepaper/practical-sales-tips/) * [Whitepaper: Choosing A CRM](https://www.teamgate.com/whitepaper/how-to-choose-crm/) * [Whitepaper: Sales Dev Playbook](https://www.teamgate.com/Whitepaper/sales-development-playbook/) * [Support Center](https://www.teamgate.com/support/) * [Feature Request](https://docs.google.com/forms/d/e/1FAIpQLSfAmbKIQDuF-x2uURVK6byKHd4tlWmWfD9a3tEh8EURmT4uHA/viewform?usp=sf%5Flink) * [Logo Kit](https://www.teamgate.com/logo-kit/) * [API](https://developers.teamgate.com/) * [Roles](https://www.teamgate.com/tour/roles/) * [Affiliate Program](https://teamgate.getrewardful.com/signup) * [**Contacts**](https://www.teamgate.com/contacts/) * [Call Sales](tel:+17252542694) * [Sales Inquiries](mailto:sales@teamgate.com) * [Request a demo](https://www.teamgate.com/request-form/) * [Book Support Session](https://calendly.com/eividas/30min/) * [Support Inquiries](mailto:support@teamgate.com) * [Marketing Inquiries](mailto:marketing@teamgate.com) * [General Inquiries](mailto:hello@teamgate.com) * [Invoice Inquiries](mailto:office@teamgate.com) ### Mobile applications * [ CRM app for Android and iOS ](https://www.teamgate.com/features/mobile-apps/%20%22CRM%20app%20for%20Android%20and%20iOS%22) [](https://play.google.com/store/apps/details?id=com.teamgate.insights) [](https://itunes.apple.com/us/app/teamgate-sales-crm-insights/id959561246) ### Safe payments ### Language [![Flag of Lithuania](https://www.teamgate.com/wp-content/themes/teamgate/assets/img/flags/flag_ltu.svg)](https://www.teamgate.lt/ "LTU") [![Flag of the United States](https://www.teamgate.com/wp-content/themes/teamgate/assets/img/flags/flag_usa.svg)](https://www.teamgate.com/ "ENG") [Home](https://www.teamgate.com "Go to Home.") © 2026 Teamgate.com All rights reserved. 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Got it * Features * [Overview](https://www.teamgate.com/tour/) * [Tour](https://www.teamgate.com/tour/) * [CRM](https://www.teamgate.com/tour/crm-software/) * [Sales Velocity](https://www.teamgate.com/tour/sales-velocity/) * [Mobile Apps](https://www.teamgate.com/tour/mobile-apps/) * [Industries](https://www.teamgate.com/tour/industries/) * [Collect](https://www.teamgate.com/blog/smarter-leadcapture-with-your-sales-crm/) * [Lead Capturing](https://www.teamgate.com/lead-capturing/) * [SmartDialer](https://www.teamgate.com/smart-dialer/) * [Email Integration](https://www.teamgate.com/integrations/mail-clients-integration/) * [Convert](https://www.teamgate.com/lead-qualification/) * [Lead Management](https://www.teamgate.com/lead-management/) * [Lead Qualification](https://www.teamgate.com/lead-qualification/) * [Lead Prioritization](https://www.teamgate.com/solutions/lead-prioritization/) * [Time Management](https://www.teamgate.com/time-management/) * [Sales Pipeline Management](https://www.teamgate.com/solutions/sales-pipeline-management/) * [Sales Acceleration](https://www.teamgate.com/solutions/sales-acceleration/) * [Contact Management](https://www.teamgate.com/contact-management/) * [Product Catalogue](https://www.teamgate.com/solutions/product-catalog/) * [Insights](https://www.teamgate.com/solutions/analytics-and-reports/) * [Analytics & Reports](https://www.teamgate.com/solutions/analytics-and-reports/) * [Sales Dashboard](https://www.teamgate.com/solutions/dashboard/) * [Sales Activity](https://www.teamgate.com/solutions/sales-activity/) * [Pipeline Management](https://www.teamgate.com/solutions/insights-pipeline-management/) * [Sales Leaderboard](https://www.teamgate.com/solutions/sales-leaderboard/) * [KPIs & Sales Goals](https://www.teamgate.com/solutions/kpi-and-sales-goals/) * [Blog](https://www.teamgate.com/blog/) * Resources * [Help Center](https://www.teamgate.com/support/) * [Case Studies](https://www.teamgate.com/case-studies/) * [Developer API](https://developers.teamgate.com/) * [Affiliate Program](https://teamgate.getrewardful.com/signup) * [Pricing](https://www.teamgate.com/pricing/) * [Integrations](https://www.teamgate.com/integrations/) * [+1 725-254-2694](tel:+17252542694) * [Start Free Trial](https://www.teamgate.com/trial/) * [Login](https://my.teamgate.com/index.php?r=my/guest/)