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Filter leads by Event information
Filter leads by Event information

Filtering your leads by event information gives you more flexibility and provides more lead details for you to review.

Georgie O'Neale avatar
Written by Georgie O'Neale
Updated over a week ago

Sometimes you need to see more information on your registered leads to determine the next steps in your event preparation.

The best way to do this is to set up a dynamic list based on event registration and edit your table columns to see a snapshot of the important information.

First, select Advanced Filter, scroll and select Events, and select the relevant Event type and event.

Your filter should now look similar to the image below. From here, select Lead registered for event. Save this filter as a dynamic list, and select the 'three more action dots' in the top right to find Edit columns.

From here, you can then set your table columns with your relevant fields.

Remember, this is a dynamic list, so when a new registration is made for this event they'll be added automatically to this list.

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