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Sales Activity Filters (iOS)

How to filter the Canvass map by who logged activity, when, and what type, on the native iOS Sales app.

Written by Hunter Allred

Narrow down what you see on the Canvass map by who logged the activity, when it happened, and what it was — separate from the property filters used to find new prospects.

Opening Sales Activity Filters

  1. From the Canvass map, tap the filter icon near the bottom of the screen.

  2. In the Filters sheet, use the segmented control at the top to switch from Properties to Sales Activity.

If you already have an active filter, the filter icon expands to show "Filtered by Sales Activity" (or "Filtered by Properties"). Tapping that text reopens the Filters sheet; tapping just the icon turns the current filter on or off without clearing your selections.

You'll see up to three sections: Who, When, and What.

Who

Controls whose activity shows up on the map. This section only appears if your role has access to activity beyond your own — if you're limited to your own activity, you'll see a banner reading "Showing only your canvass activity and accounts" instead, and the Who section is hidden.

When it's visible, choose from:

  • All — activity from your whole team.

  • Just Me — only your own activity.

  • Custom — pick specific teammates from a list.

When

Tap Activity Date Range to choose a preset window (Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, or a rolling Last 3/6 Months or Last Year), or choose a custom range with a start date.

What

Filter by Stage, Last Action, or Tag using the segmented control, then tap the row below it to pick specific values. Your current selection is summarized in the row (for example, "2 stages" or "Any tag" if nothing is selected).

Some accounts still use the older workflow model, in which case this section instead shows Disposition and Account Stage as separate rows rather than the Stage/Action/Tag picker.

Applying and Clearing Filters

Each section header shows a Clear button when that section has an active filter, letting you reset just that section. Scroll to the bottom of the Filters sheet and tap View Results to apply your filters and return to the map.

Quick Filters

Above the Who/When/What sections, you can save your current combination of filters as a Quick Filter to reapply later with one tap, and manage your saved Quick Filters from the same row.

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