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What is a filter and how do I create one?

A filter allows you to view leads based on a specific set of criteria. When you're in the 'all leads' view,  start the process by using any of the quick filters across the top of the table or select 'advanced filters' to expose some more filtering options.

 

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You'll then have the option to create a rule that's based on any data field in the system. Click the drop-down to select your data field. You also have the option to add '+AND' and '+OR' rules using the buttons beside and below the drop-down. 

Say you wanted to view all of the leads that have come through one of your integrated forms. Simply select 'lead source' from the list, then select 'equals', and select 'form' from the next list. You'll now see all of the leads that comply with your conditions and may choose to save this as a dynamic list by clicking 'save as dynamic list.'

 

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Need a hand navigating filters? Get in touch with our friendly support team who will be more than happy to give you a hand. 

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