Digistorm

The leads module is the heart of your Funnel. This article will show you everything you can do here.

What is in the Leads Module?

A board view is available for those users who prefer a more visual approach to their data.

Views available in your Leads Module

Learn exactly what a filter is in Funnel and to create one yourself.

What’s a filter, and how do I make one?

Explaining and creating Folders in Funnel

What's a Folder and how do I create one?

Everything you need to know about dynamic lists, and how to create them in Funnel

What is a dynamic list in Funnel and how do I create one?

Learn about static lists and how to create one.

Static lists and how to create them

Use quick filters to search for a grade level or academic year of interest.

Filter by grade level and academic year

Learn how to copy a dynamic list within Funnel.

How to copy a dynamic list in Funnel

Sort and reorder your data from the leads table

Sorting by columns ​​

Easily view the history of your edits within a lead field.

View lead field edit history

If leads would like to stay in your data base for a future year you can easily roll up their entry year and year level by one year.

How to use the Roll Up function in Funnel

Filter leads by address

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

Filter leads by Event information

How to filter leads by the number of guardians.

Filtering leads by number of guardians

You can change your table columns to suit the information you need to see at a glance.

Edit your table columns

This article will tell you the best way to find leads created directly in Funnel or by a particular form.

What does Lead Source Type mean?

Archiving data in Funnel is not currently supported.

Archiving Data in Funnel

How to view leads with guardians that are marked as disallow communication.

View and export 'disallow communication' leads

See what bulk actions are available in Funnel

How can I make bulk changes to my leads?

Ben Hare

Georgie O'Neale

Leads Table

Find answers and get help from Intercom Support and Community Experts

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