Filters

Narrow leads and conversations by stage, pipeline, source, date, days in stage, and custom attributes on the CRM Leads and WhatsApp Chats pages.

Overview

Filters let you narrow down the leads or conversations you see on the CRM Leads page and the WhatsApp Chats page. Both pages share the same filter panel, so the options and behavior are consistent. You can combine multiple filters to find exactly the leads you need — for example, leads in a specific stage who were created in the last 7 days and have a particular attribute value.

The Call Reminders modal on the CRM Dashboard (opened from View All on the reminders widget) uses the same kind of filter panel for call reminders, not for the whole leads table. Details are in Call Reminders modal below and in the Dashboard guide.

On the WhatsApp Chats page, you also have quick filter tabs (Unread, Needs Reply, Failed, Successful Broadcasts) that work alongside the filter panel.

What you can do

Filter leads by name, phone, email, notes, or source with multiple search values
Filter by stage, pipeline, or active Auto Followup sequence
Filter by a specific WhatsApp broadcast to see only leads who received that broadcast
Filter by date range (when the lead was created)
Filter by how many days a lead has been in its current stage
Filter by any custom attribute your organization has configured
Combine any number of filters together (they apply using AND logic)
Use filters on both the CRM Leads page and the WhatsApp Chats page
Use the same style of filters inside the Call Reminders modal on the Dashboard, including a Reminder date range for when follow-ups are due
See applied filters as chips that you can remove individually (on the CRM and Chats pages, and under the search row in the Call Reminders modal)

How it works

Filters are accessed through the filter icon in the search bar on the CRM Leads page or the WhatsApp Chats page. Clicking it opens the filter panel where you can enable and configure individual filters.

Each filter has a checkbox to enable it. When enabled, a corresponding input appears where you enter your filter criteria. You can enable as many filters as you need.

Combination logic:

Different filters combine using AND logic. For example, if you filter by Stage = "Contacted" and Source = "Facebook," only leads that match both conditions appear.
Within a single filter that accepts multiple values (such as Name or Stage), the values combine using OR logic. For example, filtering by Stage = "Contacted" or "Interested" shows leads in either stage.
Search text in the search bar combines with filters using AND logic — the lead must match both the search text and all active filters.

Step-by-step guide

Navigate to the CRM Leads page or the WhatsApp Chats page
Click the filter icon next to the search bar
The filter panel opens showing all available filter options

Applying a filter

Find the filter you want in the list and check its checkbox
Enter your filter criteria in the input that appears
Repeat for any additional filters you want to apply
Click "Apply" to apply your filters
The filter panel closes and your results update immediately
Applied filters appear as chips below the search bar

Removing filters

Click the "x" on any applied filter chip to remove that specific filter
Open the filter panel and uncheck a filter's checkbox to disable it
Use the "Clear All" option (if available) to remove all filters at once

Available filters

Name

Input type: Text field with multiple values
How to use: Type a name and press Enter to add it. You can add multiple names.
Matching: Partial match, case-insensitive. For example, "john" matches "John Smith" and "Johnson."
Logic: Multiple values use OR — a lead appears if its name matches any of the entered values.

Phone

Input type: Text field with multiple values
How to use: Type a phone number and press Enter. You can add multiple numbers.
Matching: Partial match, case-insensitive. Phone numbers are normalized, so you can paste digits with or without country codes.
Logic: Multiple values use OR.

Email

Input type: Text field with multiple values
How to use: Type an email address and press Enter. You can add multiple emails.
Matching: Partial match, case-insensitive.
Logic: Multiple values use OR.

Notes

Input type: Text field with multiple values
How to use: Type note text and press Enter. You can add multiple search terms.
Matching: Partial match within the lead's notes, case-insensitive.
Logic: Multiple values use OR.
Call Reminders modal: The same Notes filter only searches text stored on the lead’s Notes field, not the text of the reminder itself.

Stage

Input type: Dropdown (multi-select)
Options: Stages from the currently selected pipeline. Default and hidden stages are excluded from the list.
Logic: Multiple selections use OR — leads in any of the selected stages appear.
Available on: CRM Leads and WhatsApp Chats

Pipeline

Input type: Dropdown (multi-select)
Options: All pipelines in your organization
Logic: Multiple selections use OR.
Note: This filter is hidden if your organization has only one pipeline.

Active Sequence

Input type: Dropdown (multi-select)
Options: All Auto Followup sequences in your organization
How it works: Filters leads that currently have one of the selected sequences actively assigned.
Logic: Multiple selections use OR.

Broadcast

Input type: Dropdown with search and infinite scroll (multi-select)
How it works: Filters leads who were included in a selected WhatsApp broadcast and whose broadcast message was actually attempted (not leads who were pending or skipped).
Selection: You can select one or more broadcasts. Leads that match any of the selected broadcasts are included (OR logic).

On the WhatsApp Chats page:

The broadcast list is scoped to the currently selected WhatsApp account. Only broadcasts sent from that account appear in the dropdown.
If no WhatsApp account is selected, the broadcast filter is disabled with a message: "Select a WhatsApp account first."
When you change the selected WhatsApp account, the broadcast filter is automatically cleared (other filters remain).

On the CRM Leads page:

The broadcast list shows broadcasts across all WhatsApp accounts in your organization.
Each dropdown item shows the broadcast name along with the WhatsApp phone number for disambiguation when you have multiple accounts.

Dropdown features:

Search by broadcast name using the search box
Scroll to load more broadcasts (infinite scroll with pagination)
Each item shows the broadcast name, status, and creation date

Visibility: The broadcast filter only appears if your organization has at least one connected WhatsApp Business account.

Source

Input type: Dropdown (multi-select)
Options: A fixed list of lead sources (for example, WhatsApp, Website, Facebook, and others configured in Kraya)
Logic: Multiple selections use OR.

Created Date

Input type: Date range picker
How to use: Click the filter to open a calendar. Select a start date and end date, then click "Apply."
Presets: Quick options like "Today" and other common ranges are available for convenience.
Timezone: The date range is interpreted in your organization's timezone. For example, if your organization timezone is IST and you select April 15, the filter covers April 15 00:00 to 23:59 IST.
Restriction: You cannot select a future end date (the maximum is today).
What it filters: On the CRM Leads and WhatsApp Chats pages, this is when the lead record was created. In the Call Reminders modal, the same control still means the lead’s created date, not the reminder’s due date (use Reminder date there for due dates).

Input type: Date range picker (same interaction as Created date)
Where it appears: In the filter panel when you open filters from the Call Reminders modal on the Dashboard.
What it filters: Reminders whose scheduled due date and time fall within the range, using your organization’s timezone.
Future dates: Unlike Created date on the main CRM list, you can include future end dates here so you can focus on reminders due in upcoming days or weeks.

Days in Stage

Input type: Two number fields — "From" and "To"
How to use: Enter a minimum number of days, a maximum, or both. Click "Apply" to confirm.
What it measures: The number of whole days the lead has spent in its current stage. This is the same value shown in the "Days in Stage" column on the dashboard table.
Valid range: Whole numbers from 0 to 3650
Rules:
- You must enter at least one value (From or To) to apply the filter
- "From" cannot be greater than "To"
- Only whole numbers are accepted
Note: Leads without a recorded stage change time are excluded when this filter is active.

Custom Attributes

If your organization has defined custom lead attributes, they appear below a section header labeled "Attributes" in the filter panel. The input type depends on the attribute's data type:

Text attributes: Text field with multiple values (press Enter to add). Partial match, case-insensitive.
Number attributes: Number field with multiple values (press Enter to add).
Dropdown attributes: Select from predefined values.
Date attributes: Date picker.
Date-time attributes: Date and time picker.

Multiple values within a single attribute filter use OR logic. Different attribute filters combine with AND logic (same as all other filters).

The Call Reminders modal is opened from the Dashboard reminders widget (View All). It lists follow-up call reminders with tabs for Overdue, Today, and Upcoming.

Opening filters

Open the Call Reminders modal from the Dashboard.
Click the filter icon next to the search field (same placement idea as on the main CRM page).
Enable the filters you need, enter values, and click Apply.
Active filters appear as chips under the search row. Remove individual chips or reopen the panel to change criteria.

Behavior

Same options as CRM leads filtering: Name, phone, email, notes (on the lead record), source, stage, pipeline, active sequence, broadcast (when your organization uses WhatsApp broadcasts), Created date, Reminder date, days in current stage, and custom attributes — subject to the same visibility rules as elsewhere (for example, pipeline filter hidden when you only have one pipeline).
Combination logic: Different filter types combine with AND logic. Multiple values inside one filter (such as several stages) combine with OR, the same as on the CRM page. Search text in the modal combines with filters using AND as well.
Not linked to main CRM filters: Choosing filters here does not add or remove filters on the main CRM leads page. The two places are independent.
Tab counts: The Overdue, Today, and Upcoming counts use the same search and filters as the table, so they stay aligned with the rows you see.
Clearing: When you close the modal or open it again, your reminder search text and reminder filters are reset so you always start from a clean modal. Navigating elsewhere on the CRM without closing the modal does not apply; closing the modal clears that session’s reminder filters.

For widget behavior, reminder actions, and timezone context, see Dashboard — Call reminders.

WhatsApp Chats quick filters

On the WhatsApp Chats page, quick filter tabs appear above the conversation list. These are separate from the filter panel but combine with panel filters using AND logic.

All Chats: Default view showing all conversations (no quick filter applied)
Unread: Only conversations with unread messages
Needs Reply: Conversations where the latest message is from the lead or otherwise awaiting your response
Failed: Conversations where the latest message has a failed delivery status
Successful Broadcasts: Conversations where the latest broadcast message was successfully delivered or read

You can have one quick filter active at a time. The quick filter combines with any filters from the filter panel and search text — all conditions must be met.

Search and filters together

The search bar and filters work together:

CRM Leads page: When you type in the search bar with filters applied, the search narrows results within the already-filtered set. Search matches across name, phone, email, and notes.
WhatsApp Chats page: Search matches by lead name, phone number, or email. Combined with any active filters and quick filter tabs, all conditions must be met.
Call Reminders modal: Search narrows the reminder list; with filters applied, every condition must match (same AND idea as on the CRM page).

Search is always case-insensitive and matches partial text.

Applied filter chips

When filters are active, they appear as chips below the search bar. Each chip shows:

The filter name (for example, "Stage" or "Broadcast")
The selected value(s)
An "x" to remove that filter

For the Broadcast filter, the chip shows the broadcast name. For Stage, Pipeline, and Active Sequence filters, chips show the selected names. For text filters, chips show the entered values.

Limits and quotas

Days in Stage range: 0 to 3650 days
Broadcast filter: Up to 30 broadcasts can be selected at a time
Date range (Created date) on CRM / Chats: Cannot extend into the future (maximum end date is today)
Reminder date in Call Reminders modal: May include future end dates so you can plan ahead by due date
Pipeline filter visibility: Hidden when your organization has only one pipeline
Broadcast filter visibility: Hidden when your organization has no connected WhatsApp Business accounts

Common edge cases

No results after applying filters Check that your filter combination is not too restrictive. Try removing filters one at a time to identify which one is excluding leads. Remember that filters use AND logic across different types — every condition must be met.
Broadcast filter disabled on WhatsApp Chats You need to select a WhatsApp account first from the account dropdown. The broadcast list is scoped to the selected account.
Broadcast filter cleared when changing WhatsApp account This is expected behavior. Since broadcasts belong to a specific WhatsApp account, the broadcast filter resets when you switch accounts. All other filters remain.
Broadcast filter shows no results even though leads were in the broadcast Leads with a broadcast status of "pending" or "skipped" are excluded. The filter only includes leads whose broadcast message was actually attempted (sent or failed).
Pipeline filter not visible The Pipeline filter is hidden when your organization has only one pipeline, since there is nothing to filter.
Days in Stage shows unexpected results The filter counts whole days in the lead's current stage. If a lead moved stages recently, the count resets. Compare with the "Days in Stage" column on the dashboard to verify.
Date range filter seems off by a day The date range uses your organization's timezone. If your timezone setting is incorrect, dates may appear shifted. Check your organization timezone in settings.
Created date vs Reminder date in the Call Reminders modal Created date narrows by when the lead was added. Reminder date narrows by when the reminder is due. If results look wrong, check which of the two date filters is active.
Notes filter in Call Reminders modal does not match reminder text The Notes filter searches the lead’s Notes field only, not the reminder message. Use search in the modal for free-text narrowing if needed, or open the lead to read full notes.
Custom attribute filter not matching Ensure the value you entered matches what is stored on the lead. Text matching is partial and case-insensitive, but the attribute key must exist on the lead.
Filters from the CRM page and WhatsApp Chats page work slightly differently for broadcast On CRM, the broadcast filter shows broadcasts from all WhatsApp accounts. On WhatsApp Chats, it only shows broadcasts for the selected account. This is by design since the Chats page is always scoped to one account.

Troubleshooting

Filters not narrowing results as expected

Cause: Filters within the same type (for example, multiple stages) use OR, but different filter types use AND. The combination may not match what you expected.
Fix: Review your active filter chips. Try removing all filters and reapplying them one at a time to isolate the issue.

"Select a WhatsApp account first" on broadcast filter

Cause: On the WhatsApp Chats page, the broadcast dropdown requires an account to be selected.
Fix: Select a WhatsApp account from the account dropdown at the top of the page, then open the filter panel and configure the broadcast filter.

Days in Stage validation error

Cause: The "From" value is greater than the "To" value, or the values are not whole numbers.
Fix: Ensure "From" is less than or equal to "To," both are whole numbers, and at least one field has a value. The valid range is 0 to 3650.

Applied filter chips showing raw values instead of names

Cause: For some custom attributes, the chip may show the attribute key rather than a formatted label.
Fix: This is a display-only issue; the filter itself still works correctly.

FAQs

Can I save filter presets for later use? Filter presets are not currently supported. You need to reapply your filters each session.
Do filters persist when I navigate away and come back? Filter persistence depends on the page. On the CRM page, filters are typically maintained during your session. On WhatsApp Chats, filters persist until you change accounts or refresh the page.
Can I filter by multiple broadcasts at once? Yes. You can select multiple broadcasts in the dropdown. Leads that match any of the selected broadcasts are included.
Do quick filter tabs on WhatsApp Chats combine with the filter panel? Yes. Quick filter tabs (Unread, Needs Reply, Failed, Successful Broadcasts) combine with filter panel filters using AND logic. A conversation must match both the quick filter and all panel filters to appear.
What is the difference between the search bar and filters? The search bar does a broad text match across name, phone, email, and notes. Filters let you narrow results by specific fields, stages, sequences, broadcasts, dates, and attributes. You can use both at the same time — they combine using AND logic.
Why does the broadcast filter only show some broadcasts? The broadcast list excludes older broadcasts created before a certain date. On the WhatsApp Chats page, it also only shows broadcasts for the selected WhatsApp account.
How does the date range filter handle timezones? The date range is interpreted in your organization's timezone. If you select "April 15 to April 16," it covers those full days in your organization's timezone, regardless of the server's timezone.
Can I filter by Days in Stage on the WhatsApp Chats page? Yes, the Days in Stage filter is available on both the CRM Leads page and the WhatsApp Chats page. It works the same way on both.
Can I use the same filters in the Call Reminders modal as on the CRM page? Yes. The modal uses the same filter panel pattern and nearly the same filter types, plus Reminder date for due dates. Those filters only affect the reminder list, not the main CRM table.
Do Call Reminders modal filters persist after I close the modal? No. Search and filters in that modal are cleared when you close or reopen it.

Dashboard — Call Reminders widget, modal, and reminder actions

Screenshots

Tips and best practices

Start broad and narrow down: begin with one or two filters, then add more to refine your results
Use the broadcast filter after sending a broadcast to follow up with leads who received the message
Combine Stage and Days in Stage filters to find leads that have been sitting in a particular stage too long
On WhatsApp Chats, use the "Needs Reply" quick filter together with panel filters to prioritize conversations that need attention within a specific segment
When filtering by custom attributes, make sure your attribute values are consistently formatted across leads for best results
In the Call Reminders modal, use Reminder date to focus on a due window and Created date when you only care about newer leads