Maps & Visualizationbeginner5 min read

Filters

Filters help you quickly display only the most relevant CRM records on the map using custom criteria and saved filters.

Last updated July 31, 2026

Overview

Filters in DotlyMaps allow users to refine map data by applying specific conditions to CRM records. Users can filter records based on module fields, saved filters, and selected criteria to display only the most relevant data on the map. Filters help users focus on specific segments of leads, contacts, accounts, or other records without manually searching through large datasets.

DotlyMaps supports saved filters for quick access and allows users to manage filters for individual modules directly from the map workspace.

Why it matters

Large datasets can make it difficult to identify important records and trends. Filters help users reduce unnecessary data, improve map readability, and focus on records that require immediate attention. By narrowing down information based on business requirements, teams can make faster decisions and perform more targeted analysis.

When to use

Use Filters when you need to:

  • View specific records based on selected criteria.
  • Analyse a particular customer segment, sales stage, or activity type.
  • Focus on specific territories, regions, or business categories.
  • Reduce map clutter when working with large datasets.
  • Quickly access frequently used data views through saved filters.

Prerequisites

  • An active DotlyMaps organization and workspace.
  • Connected CRM modules with available records.
  • Configured module fields to use as filtering criteria.
  • Appropriate permissions to access module data and filters.

Step-by-step guide

  1. Open your DotlyMaps workspace.
  2. Select the required module from the left-side Modules panel.
  3. Open the module options and select Apply Filters.
  4. The Apply Filters panel will open on the right side of the screen.
  5. Select an existing saved filter or create a new filter based on available module fields.
  6. Apply the required conditions to refine the displayed records.
  7. Review the filtered records on the map.
  8. Save the filter for future use if required.

Example

A sales manager applies a filter on the Leads module to display only high-priority leads from a specific region. The filtered map view helps the team focus their follow-ups on the most relevant prospects.

Best practices

  • Create filters based on clear business requirements.
  • Use meaningful names for saved filters.
  • Combine filters with map visualizations for better analysis.
  • Review saved filters periodically to keep them relevant.

Troubleshooting

Filtered records are not appearing

  • Verify that the filter criteria match available CRM records.

Incorrect records are displayed

  • Review the selected fields and filter conditions.

Saved filter is unavailable

  • Confirm that the filter exists for the selected module.

FAQ

Can I apply filters to different CRM modules?

Yes. Filters can be applied to supported CRM modules available in your DotlyMaps workspace.

Can I save filters for future use?

Yes. Frequently used filters can be saved and reused whenever needed.

Do filters modify CRM records?

No. Filters only control which records are displayed on the map and do not change the original CRM data.