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Lead List - Filters

Modified on: Fri, 20 May , 2022 | 03:31 PM

Filters allow you to refine the list of leads you see based on a variety of criteria of your choosing.

  1. From the Lead List, select which fields/data points you would like to filter your Lead List on from the drop down box below the word Filters.

  2. Check the box beside all criteria you would like.
  3. Click the grey "Add Filter" button to the right of the drop down list.
  4. This will add filters to your list below the button.
  5. Refine your list selecting criteria from each filter option.

  6. If you would like to set this view of the Lead List as your default view - click :save as default search" below the filter drop down.

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