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Video Tutorial

In this article, you’ll learn how to use the new filter option, perform individual updates, and execute bulk updates on your account list. Step 1: Start by viewing your list of accounts. Step 2: To filter the accounts assigned to you, click on Accounts. Step 3: Navigate to Owner. Step 4: Add a condition and make your selection. Alternatively, search for the name. Step 5: Select the checkbox. Step 6: Click on Apply. This will display the list of accounts tagged to you. Step 7: To update the Use case field, select the specific field you want to edit. Step 8: Change the field to either GRR or NRR. Step 9: If you don’t want to include productivity, simply deselect it. Step 10: Click outside the field. You’ll notice a save option at the bottom right corner. Step 11: Click on Save edited field. A pop-up will confirm the successful update. Step 12: If you prefer to update multiple accounts at once, use the bulk update option. Select the checkbox of the accounts you want to update. Step 13: Select the checkbox. Step 14: Choose the field you want to update. Step 15: In this case, we’re updating the use case field. If it currently shows both GRR or NRR and productivity, and you only want it to show productivity, make that selection. Step 16: Make your selection. Step 17: Select Productivity. Step 18: Click on Apply to selected fields. The updates will be applied and the changes made. And that’s it! You’ve successfully filtered, individually updated, and bulk updated your account list.

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Combining Filters with AND/OR Groups

For questions a single condition can’t answer, you can combine conditions into groups and choose how they connect:
  • Within a group, set whether all conditions must match (AND) or any of them (OR).
  • Click Add group to start a second group, and choose AND or OR between groups.
For example: (Owner is me AND Health is Poor) OR (Renewal date is within 30 days) — accounts matching either side appear in the list.
Build the filter one group at a time and check the result count as you go — it’s the quickest way to confirm the logic does what you intend. Save the finished filter as a view so you don’t have to rebuild it.

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Excluding Records by Date: “Not in Last X days” and “Not in Next X days”

When you filter on a date field (such as Renewal date or Last activity), the preset dropdown includes two options for excluding a time window instead of selecting one:
  • Not in Last X days — shows records whose date does not fall within the past X days. For example, Last activity — Not in Last 30 days surfaces accounts with no activity in the last month.
  • Not in Next X days — shows records whose date does not fall within the coming X days. For example, Renewal date — Not in Next 90 days hides accounts renewing this quarter so you can focus on everyone else.
These are the mirror image of the existing Last X days and Next X days presets: where those include records inside the window, the “Not in” versions exclude them. After you apply the filter, the filter pill above your list shows the preset along with the number of days you chose, so you can see the active window at a glance.
These presets are available in every date filter dropdown across the product — accounts, people, opportunities, tasks, activity, and saved views all offer the same options.