> ## Documentation Index
> Fetch the complete documentation index at: https://docs.propilotapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Search & Filters

> Find deals fast with search, sort, the full set of pipeline filters, and the Daily updates bar.

The toolbar above the board holds search, sort, and every filter. Filters work the same in all
three views (board, table, and map), and a count pill always shows how many properties match.

<Note>
  **Related settings:** Deal tags are managed in
  [Advanced Settings > Organization > Deal Tags](/settings/advanced-settings/organization).
</Note>

## Search

Type in **Search address or contact...** to match by address, city, state, ZIP, neighborhood,
or listing agent name. Search covers all loaded deals, including Revisit and (when shown)
Lost.

## Sort

Sort by **Recently Saved** (default), **Last Communication**, **List Price**, **My Offer**, or
**Days on Market**, with an ascending/descending toggle. In table view you can also sort by
any column header. Sorting determines the card order within each board column - manual card
order isn't saved.

## Filters

<AccordionGroup>
  <Accordion title="Listing Type">
    Multi-select: **Active** (listed or recently changed), **Inactive** (pending, under
    contract, or sold), and **Off-Market** (not on the MLS). Useful for splitting live
    opportunities from deals whose listing already changed hands.
  </Accordion>

  <Accordion title="Conversation Status">
    Multi-select: **Initial Outreach** (outbound only, no reply yet) and **Active
    Conversation** (a reply has been received). Use it to separate deals still waiting on a
    first response from real two-way conversations.
  </Accordion>

  <Accordion title="Status">
    Multi-select by communication badge: **Recently Contacted**, **Awaiting Follow Up**,
    **Need Reply**, **Scheduled SMS**, and **In Sequence**. Matching is "any selected" (OR).
    The **In Sequence** chip matches contacts enrolled in a sequence for this listing or
    another one. See [Views & Cards](/features/deal-pipeline/views) for what triggers each
    badge.
  </Accordion>

  <Accordion title="Owner">
    Multi-select by who owns the deal: **Me**, one or more teammates. Unassigned deals show
    under the unfiltered view. Use **Clear owners** to reset. Combine with the Status filter
    to build a personal work queue ("my deals awaiting follow up").
  </Accordion>

  <Accordion title="Tags">
    Multi-select by your organization's deal tags (new organizations start with **Investor**,
    **Fund**, and **Wholesale**). Matching is OR. Manage the tag list via **Manage tags** or
    [Advanced Settings > Organization > Deal Tags](/settings/advanced-settings/organization).
  </Accordion>

  <Accordion title="Portfolio">
    Group deals into named portfolios (for example "9 Duplex Bundle"). Pick a portfolio to
    filter the board to just its deals, or **+ Create new portfolio**. Portfolios are useful
    for bundles you analyze or negotiate as a unit.
  </Accordion>

  <Accordion title="Daily updates">
    When enabled, a **Daily updates** bar above the board lets you filter to **New** (deals
    saved within the window), **Price drops**, or **Back on market**. Each chip shows a count,
    and you can adjust the time window from the bar. It's the fastest way to see what changed
    since yesterday.
  </Accordion>

  <Accordion title="Lost toggle">
    The **Lost** column is hidden by default. Toggle **Show Lost** (in the toolbar or the
    overflow menu) to include it; a badge shows how many deals are hidden there. See
    [Stages](/features/deal-pipeline/stages).
  </Accordion>
</AccordionGroup>

## Combining filters

All filters apply together (AND across filter types, OR within one filter's selections). For
example: Owner **Me** + Status **Awaiting Follow Up** + Listing Type **Active** shows only
your active-listing deals that are overdue for a follow-up. The count pill in the toolbar
shows how many properties match the full combination; click a stage column header to see the
count for one stage.

## Common questions

<AccordionGroup>
  <Accordion title="Why did my filters disappear?">
    Filters reset when you navigate away from the page - there are no saved filter presets
    yet. The Lost toggle and your view choice also reset between visits.
  </Accordion>

  <Accordion title="Why does a search return fewer deals than I expect?">
    Search only matches address fields, neighborhood, and listing agent name - not notes or
    message contents. Also check whether the **Lost** column is hidden; deals there don't
    appear until you enable **Show Lost**.
  </Accordion>

  <Accordion title="Why don't I see the Daily updates bar?">
    It only appears when daily updates are enabled for your organization and the pipeline has
    finished loading. The same bar is available in Deal Hub.
  </Accordion>

  <Accordion title="Do filters work in the map view?">
    Yes - the toolbar filters apply, and the map adds its own **Filter by Stage** rail. Note
    that the map list only shows properties inside the visible map area.
  </Accordion>

  <Accordion title="Can I filter by multiple owners or tags at once?">
    Yes. Both filters are multi-select with OR matching: selecting two owners shows deals
    owned by either, and selecting two tags shows deals carrying either tag.
  </Accordion>
</AccordionGroup>