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